Arbor Investment Advisors

Arbor Investment Advisors (CRD# 111077) is a financial advisory firm headquartered in Winston Salem, NC. They manage $956,721,696 in 1,255 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
300 South Main Street, Winston Salem, NC 27101
http://arborinvest.com/
By the Numbers
  • Total Assets Under Management
    957
    MILLION
  • Total Number of Accounts
    1,255
    ACCOUNTS
  • Average Account Value
    $762,328
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NH, SC, TN, TX, WA

Financial Advisors at Arbor Investment Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Scott Cawood, financial advisor Winston Salem NC
Scott E. Cawood
CRD#: 3257948
300 South Main Street, Winston Salem, NC 27101

Scott Cawood (CRD# 3257948) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 24 years of experience in the finance industry.

2
William Hollan, financial advisor Winston Salem NC
William E. Hollan
CRD#: 5905389
300 South Main Street, Winston Salem, NC 27101

William Hollan (CRD# 5905389) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 12 years of experience in the finance industry.

3
Scott Jones, financial advisor Winston Salem NC
Scott D. Jones
CRD#: 4062061
300 South Main Street, Winston Salem, NC 27101

Scott Jones (CRD# 4062061) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 17 years of experience in the finance industry.

4
James Martin, financial advisor Winston Salem NC
James E. Martin
CRD#: 1761100
300 South Main Street, Winston Salem, NC 27101

James Martin (CRD# 1761100) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 35 years of experience in the finance industry.

5
Erika Mielke, financial advisor Winston Salem NC
Erika L. Mielke
CRD#: 4895091
300 South Main Street, Winston Salem, NC 27101

Erika Mielke (CRD# 4895091) is an Investment Advisor Representative working at Arbor Investment Advisors in Winston Salem, NC and has over 19 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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