ARBOR POINT ADVISORS, LLC
Legal name: ARBOR POINT ADVISORS
CRD #165127 SEC #801-77135 LAVISTA, NE 888-777-1992
SEC Registered
Total AUM
$6.9B
Discretionary
$6.9B
Employees
2,643
Clients
51
Accounts
28,010
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2024 | $6.9B | $6.9B | $0 | 2,643 | 81 |
| Jun 2024 | $6.9B | $6.9B | $0 | 2,643 | 81 |
| Apr 2024 | $6.9B | $6.9B | $0 | 2,643 | 81 |
| Apr 2024 | $6.9B | $6.9B | $0 | 2,643 | 81 |
| Mar 2024 | $6.9B | $6.9B | $0 | 2,643 | 81 |
| Feb 2024 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Jan 2024 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Jan 2024 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Nov 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Nov 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Oct 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Sep 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Sep 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Aug 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Jul 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Jul 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| May 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| May 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Apr 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Mar 2023 | $6.4B | $6.2B | $274M | 1,844 | 125 |
| Mar 2023 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Mar 2023 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Mar 2023 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Jan 2023 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Dec 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Nov 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Oct 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Oct 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Oct 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Aug 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Jul 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Jun 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Jun 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| May 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| May 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Apr 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Mar 2022 | $9.1B | $7.4B | $1.8B | 2,168 | 5,082 |
| Jan 2022 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Dec 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Nov 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Oct 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Sep 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Aug 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Jul 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Jun 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Jun 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| May 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Apr 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Apr 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Mar 2021 | $7.3B | $7.2B | $130M | 1,975 | 5,464 |
| Dec 2020 | $3.9B | $3.8B | $83.8M | 129 | 858 |
| Nov 2020 | $3.9B | $3.8B | $83.8M | 129 | 858 |
| Oct 2020 | $3.9B | $3.8B | $83.8M | 129 | 858 |
| Oct 2020 | $3.9B | $3.8B | $83.8M | 129 | 858 |
| Aug 2020 | $3.9B | $3.8B | $83.8M | 129 | 858 |
| Jun 2020 | $3.9B | $3.8B | $83.8M | 129 | 858 |
| Jun 2020 | $3.9B | $3.8B | $83.8M | 129 | 858 |
| Mar 2020 | $3.9B | $3.8B | $83.8M | 129 | 858 |
| Mar 2020 | $2.1B | $2.1B | $10M | 93 | 1,007 |
| Nov 2019 | $2.1B | $2.1B | $10M | 93 | 1,007 |
| Jul 2019 | $2.1B | $2.1B | $10M | 93 | 1,007 |
| Mar 2019 | $2.1B | $2.1B | $10M | 93 | 1,007 |
| Feb 2019 | $1.8B | $1.8B | $23.1M | 89 | 310 |
| Oct 2018 | $1.8B | $1.8B | $23.1M | 89 | 310 |
| Sep 2018 | $1.8B | $1.8B | $23.1M | 89 | 310 |
| Mar 2018 | $1.8B | $1.8B | $23.1M | 89 | 310 |
| Sep 2017 | $975.5M | $975.5M | $0 | 53 | 3,900 |
| Aug 2017 | $975.5M | $975.5M | $0 | 53 | 3,900 |
| Jun 2017 | $975.5M | $975.5M | $0 | 53 | 3,900 |
| May 2017 | $975.5M | $975.5M | $0 | 53 | 3,900 |
| Apr 2017 | $975.5M | $975.5M | $0 | 53 | 3,900 |
| Mar 2017 | $975.5M | $975.5M | $0 | 53 | 3,900 |
| Jul 2016 | $552.4M | $552.4M | $0 | 35 | 2,300 |
| Apr 2016 | $552.4M | $552.4M | $0 | 35 | 2,300 |
| Mar 2016 | $552.4M | $552.4M | $0 | 35 | 2,300 |
| Feb 2016 | $552.4M | $552.4M | $0 | 35 | 2,300 |
| Aug 2015 | $406.1M | $406.1M | $0 | 24 | 1,700 |
| Jul 2015 | $406.1M | $406.1M | $0 | 24 | 1,700 |
| Jun 2015 | $406.1M | $406.1M | $0 | 24 | 1,700 |
| Mar 2015 | $406.1M | $406.1M | $0 | 24 | 1,700 |
| Mar 2015 | $406.1M | $406.1M | $0 | 24 | 1,700 |
| Jan 2015 | $31.7M | $31.7M | $0 | 10 | 200 |
| Jan 2015 | $31.7M | $31.7M | $0 | 10 | 200 |
| Sep 2014 | $31.7M | $31.7M | $0 | 10 | 200 |
| Sep 2014 | $31.7M | $31.7M | $0 | 10 | 200 |
| Jul 2014 | $31.7M | $31.7M | $0 | 10 | 200 |
| Jun 2014 | $31.7M | $31.7M | $0 | 10 | 200 |
| Jun 2014 | $31.7M | $31.7M | $0 | 10 | 200 |
| May 2014 | $31.7M | $31.7M | $0 | 10 | 200 |
| Apr 2014 | $31.7M | $31.7M | $0 | 10 | 200 |
| Mar 2014 | $31.7M | $31.7M | $0 | 10 | 200 |
| Feb 2014 | $22.2M | $22.2M | $0 | 10 | 200 |
| Jan 2014 | $22.2M | $22.2M | $0 | 10 | 200 |
| Jan 2014 | $22.2M | $22.2M | $0 | 10 | 200 |
| Dec 2013 | $22.2M | $22.2M | $0 | 10 | 200 |
| Dec 2013 | $0 | $0 | $0 | 1 | 0 |
| Nov 2013 | $0 | $0 | $0 | 1 | 0 |
| Sep 2013 | $0 | $0 | $0 | 1 | 0 |
| Jul 2013 | $0 | $0 | $0 | 1 | 0 |
| Jun 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Mar 2013 | $0 | $0 | $0 | 1 | 0 |
| Jan 2013 | $0 | $0 | $0 | 1 | 0 |
| Dec 2012 | $0 | $0 | $0 | 1 | 0 |
| Dec 2012 | $0 | $0 | $0 | 1 | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
| Sep 2012 | $0 | $0 | $0 | -- | 0 |
DateAug 2024
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees2,643
Clients81
DateJun 2024
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees2,643
Clients81
DateApr 2024
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees2,643
Clients81
DateApr 2024
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees2,643
Clients81
DateMar 2024
Total AUM$6.9B
Discretionary$6.9B
Non-Disc.$0
Employees2,643
Clients81
DateFeb 2024
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateJan 2024
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateJan 2024
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateNov 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateNov 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateOct 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateSep 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateSep 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateAug 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateJul 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateJul 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateMay 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateMay 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateApr 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateMar 2023
Total AUM$6.4B
Discretionary$6.2B
Non-Disc.$274M
Employees1,844
Clients125
DateMar 2023
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateMar 2023
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateMar 2023
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateJan 2023
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateDec 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateNov 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateOct 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateOct 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateOct 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateAug 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateJul 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateJun 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateJun 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateMay 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateMay 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateApr 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateMar 2022
Total AUM$9.1B
Discretionary$7.4B
Non-Disc.$1.8B
Employees2,168
Clients5,082
DateJan 2022
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateDec 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateNov 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateOct 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateSep 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateAug 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateJul 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateJun 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateJun 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateMay 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateApr 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateApr 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateMar 2021
Total AUM$7.3B
Discretionary$7.2B
Non-Disc.$130M
Employees1,975
Clients5,464
DateDec 2020
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$83.8M
Employees129
Clients858
DateNov 2020
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$83.8M
Employees129
Clients858
DateOct 2020
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$83.8M
Employees129
Clients858
DateOct 2020
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$83.8M
Employees129
Clients858
DateAug 2020
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$83.8M
Employees129
Clients858
DateJun 2020
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$83.8M
Employees129
Clients858
DateJun 2020
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$83.8M
Employees129
Clients858
DateMar 2020
Total AUM$3.9B
Discretionary$3.8B
Non-Disc.$83.8M
Employees129
Clients858
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$10M
Employees93
Clients1,007
DateNov 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$10M
Employees93
Clients1,007
DateJul 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$10M
Employees93
Clients1,007
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$10M
Employees93
Clients1,007
DateFeb 2019
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$23.1M
Employees89
Clients310
DateOct 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$23.1M
Employees89
Clients310
DateSep 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$23.1M
Employees89
Clients310
DateMar 2018
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$23.1M
Employees89
Clients310
DateSep 2017
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees53
Clients3,900
DateAug 2017
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees53
Clients3,900
DateJun 2017
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees53
Clients3,900
DateMay 2017
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees53
Clients3,900
DateApr 2017
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees53
Clients3,900
DateMar 2017
Total AUM$975.5M
Discretionary$975.5M
Non-Disc.$0
Employees53
Clients3,900
DateJul 2016
Total AUM$552.4M
Discretionary$552.4M
Non-Disc.$0
Employees35
Clients2,300
DateApr 2016
Total AUM$552.4M
Discretionary$552.4M
Non-Disc.$0
Employees35
Clients2,300
DateMar 2016
Total AUM$552.4M
Discretionary$552.4M
Non-Disc.$0
Employees35
Clients2,300
DateFeb 2016
Total AUM$552.4M
Discretionary$552.4M
Non-Disc.$0
Employees35
Clients2,300
DateAug 2015
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees24
Clients1,700
DateJul 2015
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees24
Clients1,700
DateJun 2015
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees24
Clients1,700
DateMar 2015
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees24
Clients1,700
DateMar 2015
Total AUM$406.1M
Discretionary$406.1M
Non-Disc.$0
Employees24
Clients1,700
DateJan 2015
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateJan 2015
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateSep 2014
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateSep 2014
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateJul 2014
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateJun 2014
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateJun 2014
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateMay 2014
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateApr 2014
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateMar 2014
Total AUM$31.7M
Discretionary$31.7M
Non-Disc.$0
Employees10
Clients200
DateFeb 2014
Total AUM$22.2M
Discretionary$22.2M
Non-Disc.$0
Employees10
Clients200
DateJan 2014
Total AUM$22.2M
Discretionary$22.2M
Non-Disc.$0
Employees10
Clients200
DateJan 2014
Total AUM$22.2M
Discretionary$22.2M
Non-Disc.$0
Employees10
Clients200
DateDec 2013
Total AUM$22.2M
Discretionary$22.2M
Non-Disc.$0
Employees10
Clients200
DateDec 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateNov 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJul 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJun 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMar 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateJan 2013
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateDec 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0
DateSep 2012
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients0