$204.1M Total AUM
$204.1M Disc. AUM
7.8% 3Y CAGR
1 Employees
21 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-01-2013
- Office Locations
- 2
Office Locations
-- Dorado PR
-- Plymouth MI
About Viden Arbor Capital
Viden Arbor Capital is a Plymouth, MI RIA providing portfolio management and wealth planning for retail clients, including entrepreneurs and other accredited/qualified investors. The firm emphasizes active, risk-managed asset allocation using ETFs as the core vehicle, alongside mutual funds and select alternatives (e.g., private equity, real estate, hedge funds). Custody is with Charles Schwab.
Team overview
42 AVG AGE
$204.1M AVG AUM / ADVISOR
$9.7M AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
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Owner & Executives
P
PETER CTIRAD UHER
Chief Compliance Officer, Principal
- CRD
- #5832443
- Ownership
- 75% or more
Available
Available
Available
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M
MATTHEW EMANUEL WARD
Principal
- CRD
- #6008690
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $204,062,635 | $3,000,921 |
| Non-Discretionary | $0 | -- |
| Total | $204,062,635 | $3,000,921 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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