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ARBOR FINANCIAL SERVICES, LLC
CRD 150713 · SEC 801-121507
2001 BUTTERFIELD ROAD, SUITE 500, DOWNERS GROVE, IL, 60515, United States
Phone
630-701-9080
Fax
630-757-0177
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.2M
Discretionary AUM
$122.2M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; WRAP FEE
Org form
Limited Liability Company
Filing date
2026-02-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 202 | $51.0M |
| High net worth individuals | 38 | $71.2M |
States served
CO, IL, IN, MI, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD