ARBOR FINANCIAL PLANNING LLC
Legal name: ARBOR FINANCIAL
CRD #281317 SEC #801-130609 ANN ARBOR, MI 734-761-6626
SEC Registered
Total AUM
$175.2M
Discretionary
$162.3M
Employees
3
Clients
51
Accounts
512
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 10, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BHABHRAWALA, IRFAN | I | OWNER/ CHIEF COMPLIANCE OFFICER | E | Control |
| BHABHRAWALA, IRFAN | I | OWNER/ CHIEF COMPLIANCE OFFICER | E | Control |
| BHABHRAWALA, IRFAN | I | OWNER/ CHIEF COMPLIANCE OFFICER | E | Control |
| BHABHRAWALA, IRFAN | I | OWNER/ CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Feb 10, 2025 REGISTERED
Notice Filings (2)
MI TX
Address
116 E. WASHINGTON ST. SUITE 210ANN ARBOR, MI 48104
United States
Phone: 734-761-6626