ARBOR INVESTMENTS MANAGEMENT, LLC
PALM BEACH, FL · CRD 157442 · IAPD ↗ · 312-981-3770
$3.48BRegulatory AUM
28Advisory reps
29Employees
0Clients
n/aPlanning clients
11Private funds
2States
0Disclosures
fundSegment
ApprovedSEC status
Filing changes
50
April 2025 — ARBOR INVESTMENTS MANAGEMENT, LLC reported RAUM up 30% ($3.10B -> $4.03B).
Portfolio / reporting / TAMPCRMFinancial planning software
Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.