Arboretum Investment Advisors, LLC

Arboretum Investment Advisors, LLC (CRD# 285753) is a financial advisory firm headquartered in Portsmouth, NH. They manage $40,028,000 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
100 Arboretum Drive, Suite 105, Portsmouth, NH 03801
https://www.linkedin.com/company/arboretum-investment-advisors/
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $20,014,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NH

Financial Advisors at Arboretum Investment Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Kyle Manez, financial advisor Portsmouth NH
Kyle A. Manez
CRD#: 5870665
100 Arboretum Drive, Suite 105, Portsmouth, NH 03801

Kyle Manez (CRD# 5870665) is an Investment Advisor Representative working at Arboretum Investment Advisors, LLC in Portsmouth, NH and has over 11 years of experience in the finance industry.

2
Michael Miroshnikov, financial advisor Portsmouth NH
Michael N. Miroshnikov
CRD#: 5769786
100 Arboretum Dr, Suite 105, Portsmouth, NH 03801

Michael Miroshnikov (CRD# 5769786) is an Investment Advisor Representative working at Arboretum Investment Advisors, LLC in Portsmouth, NH and has over 14 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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