RIA Intel›Advisers›Nebraska›ARBOR POINT ADVISORS, LLC

ARBOR POINT ADVISORS, LLC

Advisory

N·LAVISTA, NE

Data as of Aug 26, 2024 · Source: SEC Form ADV

Total AUM

$6.9B

1-Year AUM Growth

+7.8%

3-Year CAGR

-1.8%

Employees

208

Assets Under Management

Total AUM$6.9B

Discretionary AUM$6.9B

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees208

Investment Advisers2,643

Employee Growth (1Y)-3.3%

Filing History

Total Filings on Record111

First FilingSep 5, 2012

Latest FilingAug 26, 2024

🔒 Full AUM trend chart and 111 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ARBOR POINT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.