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Last updated: February 23rd, 2020. Data source: SEC filings.
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Arbor Wealth Advisors, federally registered in 2013, is a Registered Investment Advisor (RIA) in 3 state(s) with a licensed staff of 1 advisors. Arbor Wealth Advisors manages $391.1 million and provides investment advisory services for 60 clients (1:60 advisor/client ratio). This firm does not have a disciplinary history.
|Rank (United States)||Not Ranked|
|Advisors Directory||View Directory|
|Avg Advisor Years Registered||19|
|Percentage of Advisors Trusted||Less than 1%|
|Average Client Balance||$6,517,604|
|Total AUM||$391.1 million|
|Advisor / Client Ratio||1:60|
|SEC Filings||View SEC IAPD CRD #169570|
|State(s) Registered||FL, MI, TX|