Arbor Financial Planning LLC
CRD 281317SEC# 801-130609Ann Arbor, MI
No longer SEC-registered. Arbor Financial Planning LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$214.7M
Employees
3
Accounts
568
Location
Ann Arbor, MI
Arbor Financial Planning LLC assets under management
Arbor Financial Planning LLC is an investment advisory firm registered with the SEC based in Ann Arbor, MI. It reports $214.7 million in regulatory assets under management and employs 3 people.
Arbor Financial Planning LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Irfan Bhabhrawala Control | Owner/ Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Arbor Financial Planning LLC manage?
Arbor Financial Planning LLC reports $214.7 million in regulatory assets under management on its Form ADV.
How many employees does Arbor Financial Planning LLC have?
Arbor Financial Planning LLC reports 3 employees.
Where is Arbor Financial Planning LLC located?
Arbor Financial Planning LLC is based in Ann Arbor, MI.
Does Arbor Financial Planning LLC disclose fund performance?
Arbor Financial Planning LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 116 E. Washington St. Suite 210, Ann Arbor, MI 48104 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$214.7M▲ 23%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$214.7Mregulatory AUM
Discretionary $201MNon-discretionary $13.7M