Arbor Capital Management, LLC

Arbor Capital Management, LLC (CRD# 135450) is a financial advisory firm headquartered in San Mateo, CA. They manage $19,000,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    19
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $9,500,000
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
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.

CA

Financial Advisors at Arbor Capital Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jeffrey D. Adams
CRD#: 2376436
155 Bovet Road, Suite 406, San Mateo, CA 94402
93
Wealthminder
score

Jeffrey Adams (CRD# 2376436) is an Investment Advisor Representative working at Arbor Capital Management, LLC in San Mateo, CA and has over 23 years of experience in the finance industry.

2
Carter C. Bick
CRD#: 1832439
155 Bovet Road, Suite 406, San Mateo, CA 94402
83
Wealthminder
score

Carter Bick (CRD# 1832439) is an Investment Advisor Representative working at Arbor Capital Management, LLC in San Mateo, CA and has over 28 years of experience in the finance industry.

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