Arbor Investment Management

Arbor Investment Management (CRD# 154735) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $74,000,000 in 85 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    74
    MILLION
  • Total Number of Accounts
    85
    ACCOUNTS
  • Average Account Value
    $870,588
Compensation Options
  • A percentage of assets under your management
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.

AK, FL, MI, TX, WA

Financial Advisors at Arbor Investment Management
Showing 1 - 2 of 2 top financial advisors.
1
Stanley J. Learman
CRD#: 4378697
3400 Travis Pointe Rd., Ann Arbor, MI 48108
90
Wealthminder
score

Stanley Learman (CRD# 4378697) is an Investment Advisor Representative working at Arbor Investment Management in Ann Arbor, MI and has 1 year of experience in the finance industry.

2
Robert B. Tonkin
CRD#: 1895989
Fort Myers, FL
53
Wealthminder
score

Robert Tonkin (CRD# 1895989) is an Investment Advisor Representative working at Arbor Investment Management in Fort Myers, FL and has over 29 years of experience in the finance industry.

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