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ARBOR INVESTMENT MANAGEMENT

ANN ARBOR, MI · CRD 154735 · IAPD ↗ · arborim.com · 734-6453622

$162.0MRegulatory AUM
2Advisory reps
2Employees
96Clients
n/aPlanning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
August 2024 — ARBOR INVESTMENT MANAGEMENT (ANN ARBOR, MI) is newly SEC-registered with $122.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.