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| Arbor Point Advisors LLC
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| |
|---|---|
| CRD # | 165127 |
| SEC # | 801-77135 |
| CIK # | 0001642036 |
| AUM | $6.9 BB (2024-08-26) |
| Employees | 2,643 (8% Investors, 32% Brokers) |
| Phone | 888-777-1992 |
| Address | 12325 Port Grace Blvd Lavista, NE 68128 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 1.2 | |
| NVDA | 399.6 | 0.9 | |
| MSFT | 1,918.2 | 0.9 | |
| AMZN | 1,093.0 | 0.5 | |
| GOOGL | 1,475.1 | 0.3 | |
| GOOG | 1,482.6 | 0.2 | |
| META | 434.9 | 0.2 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15,511 | 3.3 |
| (b) Individuals (high net worth individuals) | 1,564 | 3.4 |
| (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 | 114 | 0.1 |
| (h) Charitable organizations | 6 | 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 | 147 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 28,010 | 6.9 |
| By Discretionary | ||
| Discretionary | 28,010 | 6.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 28,010 | 6.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 6.9 | |
| Total | 28,010 | 6.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-NT | [0001642036] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Altair Advisers LLC
✚
|
IL | 7.4 |
|
Great Valley Advisor Group Inc
✚
|
DE | 7.3 |
|
Merit Financial Group LLC
✚
|
GA | 7.3 |
|
Smith Shellnut Wilson LLC
✚
|
MS | 7.2 |
|
Cadaret Grant & Co Inc
✚
|
NY | 6.9 |
|
Northwest Capital Management Inc
✚
|
OR | 6.9 |
|
Marcuard Family Office Ltd
✚
|
6.8 | |
|
US Capital Wealth Advisors LLC
✚
|
TX | 6.8 |
|
SVB Wealth LLC
✚
|
MA | 6.6 |
|
The Ameriflex Group Inc
✚
|
NV | 6.5 |