Arbor Investment Management

Arbor Investment Management (CRD# 154735) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $65,360,000 in 95 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    95
    ACCOUNTS
  • Average Account Value
    $688,000
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
Fort Myers, FL
90
Wealthminder
score

Stanley Learman (CRD# 4378697) is an Investment Advisor Representative working at Arbor Investment Management in Fort Myers, FL 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 28 years of experience in the finance industry.

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