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
2395 S Huron Pkwy, Suite 101, Ann Arbor, MI 48104
https://www.linkedin.com/company/arborfi-advisors-llc
By the Numbers
  • Total Assets Under Management
    94
    MILLION
  • Total Number of Accounts
    320
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at Arborfi Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Thomas Costigan, financial advisor Ann Arbor MI
Thomas J. Costigan
CRD#: 6464996
2395 S Huron Pkwy, Suite 101, Ann Arbor, MI 48104

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, financial advisor Ann Arbor MI
Patricia K. Slocum
CRD#: 2592525
2395 S Huron Pkwy, Suite 101, Ann Arbor, MI 48104

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.

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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