Arbor Financial Services, LLC
Arbor Financial Services, LLC is an SEC-registered mass-market adviser in Downers Grove, IL with $122.2M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Arbor Financial Services, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150713, SEC 801-121507, data through 2026-02-12.
- AUM (assets under management / regulatory AUM)
- $122.2M (2026-02-12)
- Firm type
- Mass-Market Adviser
- Location
- Downers Grove, IL
- Employees
- 5
- Clients
- 240
- CRD
- 150713
- Ownership
- PROFITABILITY CONCEPTS AND CONSULTING, LLC; CLAEYS, PETER, CHARLES
How much AUM does Arbor Financial Services, LLC have?
Arbor Financial Services, LLC reported $122.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-12).
Who owns Arbor Financial Services, LLC?
Disclosed owners and executives of Arbor Financial Services, LLC include PROFITABILITY CONCEPTS AND CONSULTING, LLC, CLAEYS, PETER, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.