RIA Intel›Advisers›Florida›ARBOR INVESTMENTS MANAGEMENT, LLC

ARBOR INVESTMENTS MANAGEMENT, LLC

Advisory

N·PALM BEACH, FL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Total AUM
$3.5B
1-Year AUM Growth
+29.9%
3-Year CAGR
+13.6%
Employees
28
Assets Under Management
Total AUM$3.5B
Discretionary AUM$3.5B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients11
Team
Total Employees28
Investment Advisers29
Employee Growth (1Y)—
Filing History
Total Filings on Record23
First FilingFeb 13, 2012
Latest FilingMar 20, 2026
🔒 Full AUM trend chart and 23 historical filings spanning 14+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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