Investment adviser · CRD 165127

ARBOR POINT ADVISORS

Investment adviser filing (IA)

ARBOR POINT ADVISORS, LLC

LAVISTA, NE, United States · Form ADV filed Aug 26, 2024

Regulatory AUM: $6.93B
Client accounts: 28,010
Employees: 2,643
Advisory professionals: 208

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	1,564	$3,417,693,245	49.3%
Individuals	15,511	$3,309,000,773	47.8%
Corporations & businesses	147	$148,238,493	2.1%
Retirement plans	114	$51,374,579	0.7%
Charities	6	$3,268,592	0.0%
Banks & thrifts	Fewer than 5	$0	0.0%
Government entities	Fewer than 5	$0	0.0%
Other investment advisers	Fewer than 5	$0	0.0%
Insurance companies	Fewer than 5	$0	0.0%
Sovereign wealth & foreign institutions	Fewer than 5	$0	0.0%

Filing source

Form ADV 1897390 · Aug 26, 2024 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Aug 26, 2024. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars

Compensation

Percentage of assets · Hourly · Fixed

Principal office

12325 PORT GRACE BLVD.
LAVISTA, NE, 68128, United States

CRD 165127

Filing source

Form ADV 1897390 · Aug 26, 2024 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.