Grand Arbor Advisors

RIASEC Registered
Total AUM
$12.5M
Discretionary
$12.5M
100% of AUM
Avg account
$208K
Accounts
60
Employees
1
Advisory reps
1

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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 50%, Investment Grade Corp Bonds 22%, Cash & Cash Equivalents 11%, Exchange Traded Equities 8%, Public Funds/Mutual Funds 6%, Other 3%50%
  • 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

    David Barnett

    OwnerCRD 5476449

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth