J.M. Arbour, LLC
Firm details
- Headquarters
- Gardiner, Maine
- CRD number
- 313352
- Registered since
- May 6, 2022
- Website
- www.jmarbour.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals66.99%
- HNWI33.01%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
J.M. Arbour, LLC is an independent registered investment adviser organized as an LLC and operating under individual ownership. The firm serves primarily individuals and families, offering financial planning and portfolio management for both personal clients and small businesses, as well as portfolio management for institutions or business clients. Its fee arrangements include percentage-of-assets, hourly consulting, and fixed-fee engagements. The adviser is not positioned as a capital allocator and does not identify as an active ESG investor.
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
- Public Funds/Mutual Funds39%
- Exchange Traded Equities28%
- Cash & Cash Equivalents27%
- Private Funds5%
- State & Local Bonds1%
Owners & executives
2 of 2
Evan Campbell
Chief Investment OfficerCRD 8049348
Jac Arbour
Founder & CEOCRD 5332031
Contacts
3 of 7Donald Riddle
DirectorCRD 4928406
Matthew Gosselin
Portfolio AdministratorCRD 8199956
Nicholas Sickinger
Private Wealth AdvisorCRD 8204744
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$67.3M in ETFs
66%
$44.3M
20%
$22.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE UNIVERSAL USD BOND ETF (IUSB) | BlackRock | Passive | Intermediate Core Plus Bond | $8M | 173,800 | 11.93% |
Location
Gardiner, ME
Kennebec
Location
Gardiner, ME
Headquartered in Gardiner, ME, in the Northeast of the United States.
- Region
- Northeast
- County
- Kennebec
- Address
- 1 Brunswick Ave
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Richard Brothers, Financial Advisors
RIASouth Portland, ME
Clark & Stuart Inc
RIAPortland, ME
Abbington Investment Group, LLC
RIASouth Portland, ME
Outfitter Financial
RIABrunswick, ME
GRP Retirement Planning
RIAFarmingdale, ME
Maiden Cove Capital
RIAYarmouth, ME