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
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $175.2M | $162.3M | $12.9M | 3 | 0 |
| Oct 2024 | $167.2M | $153.1M | $14.2M | 2 | 0 |
| Aug 2024 | $167.2M | $153.1M | $14.2M | 2 | 0 |
| Jun 2024 | $167.2M | $153.1M | $14.2M | 2 | 0 |
DateFeb 2025
Total AUM$175.2M
Discretionary$162.3M
Non-Disc.$12.9M
Employees3
Clients0
DateOct 2024
Total AUM$167.2M
Discretionary$153.1M
Non-Disc.$14.2M
Employees2
Clients0
DateAug 2024
Total AUM$167.2M
Discretionary$153.1M
Non-Disc.$14.2M
Employees2
Clients0
DateJun 2024
Total AUM$167.2M
Discretionary$153.1M
Non-Disc.$14.2M
Employees2
Clients0