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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-05-2022
- Office Locations
- 1
Office Locations
About West Arbor Solutions, LLC
West Arbor Solutions, LLC is a Petoskey, MI registered investment adviser providing financial planning and ongoing portfolio management, with an emphasis on client education around cash flow and money management. The firm serves retail clients, including entrepreneurs, using goal-based asset allocation with both short- and long-term positioning and an ETF-centric implementation. Custody available at Charles Schwab.
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Owner & Executives
Michael J Holifield
Chief Compliance Officer, Founder, Managing Member
- CRD
- #7531325
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Kyle Ivan Arnold
Financial Advisor
- CRD
- #7306737
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,680,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,680,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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