ARBOR FINANCIAL SERVICES, LLC
Downers Grove, Illinois
Arbor Financial Services, LLC, headquartered in Downers Grove, IL, is a reputable small investment advisory firm with a strong presence in the financial industry. With over 240 individual clients, they boast an impressive $109,989,000 in assets under management. Specializing in employer 401Ks and individual investments, Arbor Financial Services, LLC has gained extensive experience in this space, earning the trust of their clients.
The firm's commitment to excellence is reflected in their discretionary management approach, where 100% of the assets they handle are managed on behalf of their clients. Their compensation structure is ...
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Assets Under Mgmt
$109.99M
Investment Professionals
3
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Articles
Articles
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.