$162.0M Total AUM
$162.0M Disc. AUM
-- 3Y CAGR
2 Employees
192 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 08-16-2010
- Office Locations
- 2
Office Locations
3400 Travis Pointe Rd. ANN Arbor MI
-- Lakewood CO
About Arbor Investment Management
Arbor Investment Management is a ANN Arbor-based RIA with 2 offices. The firm has been operating for 15 years. Managing $162.0M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
51 AVG AGE
$81.0M AVG AUM / ADVISOR
$843.8K AVG AUM / CLIENT
12.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
15yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
STANLEY JOSEPH LEARMAN
Chief Compliance Officer, Managing Member, Owner, President
- CRD
- #4378697
- Ownership
- 75% or more
Available
Available
Available
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M
MATTHEW GRANT FAHRNEY
Senior Vice President
- CRD
- #2248487
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $162,000,000 | $1,687,500 |
| Non-Discretionary | $0 | -- |
| Total | $162,000,000 | $1,687,500 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Corporate - Investment Grade:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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