Arborfi Advisors, LLC
Arborfi Advisors, LLC (CRD# 305009) is a financial advisory firm headquartered in Ann Arbor, MI. They manage $94,260,797 in 320 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management94MILLION
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Total Number of Accounts320ACCOUNTS
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Average Account Value$294,565
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
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at Arborfi Advisors, LLC
1
Thomas Costigan (CRD# 6464996) is an Investment Advisor Representative working at Arborfi Advisors, LLC in Ann Arbor, MI and has 1 year of experience in the finance industry.
2
Patricia Slocum (CRD# 2592525) is an Investment Advisor Representative working at Arborfi Advisors, LLC in Ann Arbor, MI and has over 27 years of experience in the finance industry.
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