Arbor Investment Management LLC

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Assets, Funds, Holdings

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Arbor Investment Management LLC
CRD #154735
SEC #801-130701
CIK #
AUM $132.0 M (2025-03-11)
Employees 2 (100% Investors, 0% Brokers)
Phone734-645-3622
Address3400 Travis Pointe Rd
Ann Arbor, MI 48108
Source [IAPD] [Website]
Total AUM ($M)
14011284562802009201420202026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 30 37.0
(b) Individuals (high net worth individuals) 61 95.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 91 132.0
By Discretionary
Discretionary 91 132.0
Non-Discretionary 0 0.0
Total 91 132.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 132.0
Total 91 132.0
Comparable Firms State AUM ($B)
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0.1
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Camden Financial Management Inc
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Decision Investments Inc
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Cote Financial Management LLC
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