Grand Arbor Advisors
Firm details
- Headquarters
- ,
- CRD number
- 149176
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI35.63%
- Charitable Organizations33.85%
- Individuals30.52%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Grand Arbor Advisors operates as a sole proprietorship and is classified as an independent registered investment advisor (RIA). The firm focuses on providing financial planning services and portfolio management primarily for individuals, families, and small businesses. It also engages in educational seminars and workshops to enhance client understanding of financial matters. Grand Arbor Advisors does not actively pursue environmental, social, and governance (ESG) investments and is not a multi-state adviser. The firm is affiliated with an insurance company, which complements its advisory services by offering insurance brokerage.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Investment Grade Corp Bonds50%
- Investment Grade Corp Bonds22%
- Cash & Cash Equivalents11%
- Exchange Traded Equities8%
- Public Funds/Mutual Funds6%
Contacts
1 of 1
David Barnett
OwnerCRD 5476449
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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