Arbor Trust Wealth Advisors is an investment advisor in Ann Arbor with $486.87 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
471494524
SEC advisor number
801-78929
FINRA CRD number
169611
AUM ?
$527.64 mm
(as of 19 Mar 24)
Accounts
1,318
(as of 19 Mar 24)
Employees
13
(5 investment advisory or research)
Address
Arbor Trust Wealth Advisors
825 VICTORS WAY, SUITE 150
ANN ARBOR
MI 48108
825 VICTORS WAY, SUITE 150
ANN ARBOR
MI 48108
Phone
734-389-7794
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
2 Aug 24
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
30 Jan 24
13F-HR
Quarterly holdings report by institutional manager
10 Oct 23
13F-HR
Quarterly holdings report by institutional manager
31 Jul 23
13F-HR
Quarterly holdings report by institutional manager
2 May 23
13F-HR
Quarterly holdings report by institutional manager
31 Jan 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
15 Jul 22
13F-HR
Quarterly holdings report by institutional manager
25 Apr 22