Arbor Capital Management Inc

RIASEC RegisteredEst. 2000

Total AUM

$372M

Discretionary

$289M

78% of AUM

Avg account

$594K

Accounts

627

Employees

7

Advisory reps

5

Firm details

Headquarters: Anchorage, Alaska
CRD number: 111362
Registered since: March 17, 2000
Website: arborcapital.io
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC, VOYA FINANCIAL ADVISORS, INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI47.55%
Individuals33.59%
Pension & Profit Sharing Plans17.31%
Other Investment Advisers0.83%
Other0.72%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Arbor Capital Management Inc is an independent, SEC-registered advisory firm (registered in 2000) owned by an individual principal. The firm works with both individual and family clients as well as institutional clients, offering financial planning, portfolio management for individuals, small businesses and institutions, pension consulting-style services, and educational workshops. Its fee model combines a percentage-of-assets-under-management component with hourly charges. Arbor does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds44%
Exchange Traded Equities26%
State & Local Bonds18%
Cash & Cash Equivalents8%
Other2%

Contacts

3 of 5

Ty Schommer
Registered Principal & Investment Advisor RepresentativeCRD 2488748
Min Jung Tavella
Investment Advisor RepresentativeCRD 8264173
Michele Kitta
DirectorCRD 5578128

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 39

Active vs passive

$28.6M in ETFs

Passive

35%

$10.1M

Active

46%

$18.5M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
ARK INNOVATION ETF (ARKK)	ARK	Active	Mid Cap Growth	$3.4M	44,841	11.78%

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Primary office

Anchorage, AK

Anchorage

Location

Anchorage, AK

Headquartered in Anchorage, AK, in the West of the United States.

Region: West
County: Anchorage
Address: 510 L St
Time zone: AKT (UTC-9)
Office locations

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