CRD: 150713
Arbor Financial Services, LLC
$122.2M Total AUM
$122.2M Disc. AUM
-- 3Y CAGR
5 Employees
240 ADV. Clients
16 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial
- Clients
- Retail
- Platforms
- Peak horizon
- Established Date
- 10-02-2009
- Office Locations
- 1
Office Locations
2001 Butterfield Road Suite 500 Downers Grove IL
About Arbor Financial Services, LLC
Arbor Financial Services, LLC provides financial planning and portfolio construction/asset management for retail clients, with a dedicated Professional Athlete Division led by a former elite athlete. Portfolios are implemented primarily with ETFs and mutual funds using an asset-allocation and risk-management approach. Custody/platform support includes LPL Financial.
Team overview
61 AVG AGE
$40.7M AVG AUM / ADVISOR
$509.2K AVG AUM / CLIENT
8.7 yrs AVG TENURE
5 Employees
3 Advisory Reps
4 RIA Reps
16yrs Firm Age
Insights
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Asset Classes
Eagle peak Element Delta
Client Personas
Peak Element
Custodian
Summit Delta glacier Element eagle Harbor unison Radial quantum Peak
Investment Themes
Insight Oak legacy Quantum
Investment Vehicles
Ridge Catalyst
Services
Insight Vital quantum Pioneer Bridge eagle Eagle Beacon Bridge capital Summit Foundation summit Radial Ridge glacier
Technology
Timber
Owner & Executives
PETER CHARLES CLAEYS
Chief Compliance Officer, President
- CRD
- #1631691
- Ownership
- Less than 5%
(821) 628-6570
beacon.frontier@legacycapital.com
in linkedin.com/in/north-vector
Showing 1 of 1 owners & executives
Unlock allContacts
PAUL B BERAN
Client Services Manager
- CRD
- #6230066
(533) 369-4925
wave.beacon@insightcapital.com
in linkedin.com/in/harbor-eagle
PETER MIKELIS JANKOVSKIS
Portfolio Manager
- CRD
- #7505842
(711) 958-9392
glacier.vector@crestcapital.com
in linkedin.com/in/legacy-glacier
P
Prime eagle
Unison north
- CRD
- #67114
(586) 942-5439
frontier.beacon@northcapital.com
in linkedin.com/in/optima-horizon
Showing 2 of 4 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $122,215,136 | $320,775 |
| Non-Discretionary | $0 | -- |
| Total | $122,215,136 | $320,775 |
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Separately Managed Accounts
Total SMA Asset: $122,215,136
Equity - Exchange:
42.7% Public Funds:
42.4% Cash:
14.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,182,824,959 | 42.7% |
| Public Funds | $2,167,488,953 | 42.4% |
| Cash | $761,688,335 | 14.9% |
| Total | $5,112,002,247 | 100.0% |