Arbor Asset Management, LLC

Arbor Asset Management, LLC (CRD# 112048) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $295,637,980 in 786 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    296
    MILLION
  • Total Number of Accounts
    786
    ACCOUNTS
  • Average Account Value
    $376,130
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, FL, MI, NY, TX

Financial Advisors at Arbor Asset Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Neil D. Paolella
CRD#: 4386345
2155 Jackson Ave., Ann Arbor, MI 48103
93
Wealthminder
score

Neil Paolella (CRD# 4386345) is an Investment Advisor Representative working at Arbor Asset Management, LLC in Ann Arbor, MI and has over 6 years of experience in the finance industry.

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