Arbor Financial Services, LLC
● SEC registered since 2021CRD 150713SEC# 801-121507Downers Grove, IL
Reg. AUM
$122.2M
Employees
5
Accounts
381
Location
Downers Grove, IL
Arbor Financial Services, LLC assets under management
Arbor Financial Services, LLC is an investment advisory firm registered with the SEC based in Downers Grove, IL. The firm has been registered since 2021. It reports $122.2 million in regulatory assets under management and employs 5 people.
Arbor Financial Services, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Peter Charles Claeys Control | Chief Compliance Officer, Member | Under 5% | 2009 |
| Profitability Concepts and Consulting, LLC Control | Managing Member | Over 75% | 2000 |
| Peter Charles Claeys Control | Managing Member | Over 75% | 2000 |
Frequently asked questions
How much does Arbor Financial Services, LLC manage?
Arbor Financial Services, LLC reports $122.2 million in regulatory assets under management on its Form ADV.
How many employees does Arbor Financial Services, LLC have?
Arbor Financial Services, LLC reports 5 employees.
Where is Arbor Financial Services, LLC located?
Arbor Financial Services, LLC is based in Downers Grove, IL and has been SEC-registered since 2021.
Does Arbor Financial Services, LLC disclose fund performance?
Arbor Financial Services, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2001 Butterfield Road, Suite 500, Downers Grove, IL 60515 |
| Phone | 630-701-9080 |
| Fax | 630-757-0177 |
| Office hours | 8:00a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.2M▲ 8%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$122.2Mregulatory AUM
Discretionary $122.2M