|
⚲
|
| Keyboard |
| JM Arbour LLC
✚
|
|
|---|---|
| CRD # | 313352 |
| SEC # | 801-124962 |
| CIK # | 0002099154 |
| AUM | 183.2 M (2026-03-31) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 207-248-6767 |
| Address | 1 Brunswick Avenue Gardiner, ME 04345 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.0 | ||
| Apple Inc | 1.6 | ||
| APA Corp | 1.3 | ||
| Microsoft Corp | 1.3 | ||
| Facebook Inc | 1.2 | ||
| Amazon Com Inc | 1.2 | ||
| Iron Mountain Inc | 1.1 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 692 | 122.7 |
| (b) Individuals (high net worth individuals) | 28 | 60.5 |
| (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 | 1,253 | 183.2 |
| By Discretionary | ||
| Discretionary | 1,253 | 183.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,253 | 183.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 183.2 | |
| Total | 1,253 | 183.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002099154] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Brazos Wealth Advisors LLC
✚
|
TX | 183.7 M |
|
Magnolia Wealth Management LLC
✚
|
AL | 183.3 M |
|
Elevate Capital Advisors Inc
✚
|
CO | 183.3 M |
|
Williamson Legacy Group LLC
✚
|
183.1 M | |
|
Nardis Advisors LLC
✚
|
183.0 M | |
|
George M Hiller Companies LLC
✚
|
GA | 183.0 M |
|
Altamont Wealth Management Inc
✚
|
CA | 182.9 M |
|
Genter Advisors LLC
✚
|
CA | 182.8 M |
|
Marathon Strategic Advisors LLC
✚
|
PA | 182.7 M |
|
KUHN & Company Investment Counsel LLC
✚
|
IL | 182.7 M |