Arbor Point Advisors
Arbor Point Advisors (CRD# 165127) is a financial advisory firm headquartered in La Vista, NE. They manage $6,929,575,682 in 28,010 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management6,930MILLION
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Total Number of Accounts28,010ACCOUNTS
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Average Account Value$247,396
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Tristan Bliesner (CRD# 5206253) is an Investment Advisor Representative working at Arbor Point Advisors in Sterling, VA and has over 17 years of experience in the finance industry.
Daniel Bonder (CRD# 2518757) is an Investment Advisor Representative working at Arbor Point Advisors in Mayfield Hts, OH and has over 29 years of experience in the finance industry.
James Boss (CRD# 4148753) is an Investment Advisor Representative working at Arbor Point Advisors in Bend, OR and has over 24 years of experience in the finance industry.
Raymond Bramer (CRD# 28691) is an Investment Advisor Representative working at Arbor Point Advisors in Santa Rosa, CA and has over 36 years of experience in the finance industry.
Matthew Brand (CRD# 4939242) is an Investment Advisor Representative working at Arbor Point Advisors in West Bloomfield, MI and has over 17 years of experience in the finance industry.
George Breeden (CRD# 4284026) is an Investment Advisor Representative working at Arbor Point Advisors in Arnold, MD and has over 17 years of experience in the finance industry.
Jeffery Briggs (CRD# 2294035) is an Investment Advisor Representative working at Arbor Point Advisors in Bend, OR and has over 31 years of experience in the finance industry.
Harvey Brode (CRD# 31169) is an Investment Advisor Representative working at Arbor Point Advisors in Farmington, MI and has over 40 years of experience in the finance industry.
Marco Bronzini (CRD# 2210036) is an Investment Advisor Representative working at Arbor Point Advisors in San Ramon, CA and has over 32 years of experience in the finance industry.
Jeffrey Brooks (CRD# 4412813) is an Investment Advisor Representative working at Arbor Point Advisors in Vancouver, WA and has over 21 years of experience in the finance industry.