Arborfi Advisors, LLC
Arborfi Advisors, LLC is an SEC-registered wealth manager in Ann Arbor, MI with $148.4M assets under management (AUM, regulatory AUM), +30% over one year. See who owns Arborfi Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 305009, SEC 801-132056, data through 2026-02-16.
- AUM (assets under management / regulatory AUM)
- $148.4M (2026-02-16)
- Firm type
- Wealth Manager
- Location
- Ann Arbor, MI
- Employees
- 2
- Clients
- 101
- CRD
- 305009
- Ownership
- COSTIGAN, THOMAS, JEROME; SLOCUM, PATRICIA, KATHLEEN
How much AUM does Arborfi Advisors, LLC have?
Arborfi Advisors, LLC reported $148.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-16).
Who owns Arborfi Advisors, LLC?
Disclosed owners and executives of Arborfi Advisors, LLC include COSTIGAN, THOMAS, JEROME, SLOCUM, PATRICIA, KATHLEEN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.