West Arbor Solutions, LLC

West Arbor Solutions, LLC (CRD# 320961) is a financial advisory firm headquartered in , . They manage $6,000,000 in 39 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
https://www.westarborsolutions.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    39
    ACCOUNTS
  • Average Account Value
    $153,846
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, TX

Financial Advisors at West Arbor Solutions, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Holifield, financial advisor Petoskey MI
Michael J. Holifield
CRD#: 7531325
Petoskey, MI

Michael Holifield (CRD# 7531325) is an Investment Advisor Representative working at West Arbor Solutions, LLC in Petoskey, MI and has over 2 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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