Arborfi Advisors, LLC
● SEC registered since 2025CRD 305009SEC# 801-132056Ann Arbor, MI
Reg. AUM
$148.4M
Employees
2
Accounts
362
Location
Ann Arbor, MI
Arborfi Advisors, LLC assets under management
Arborfi Advisors, LLC is an investment advisory firm registered with the SEC based in Ann Arbor, MI. The firm has been registered since 2025. It reports $148.4 million in regulatory assets under management and employs 2 people.
Arborfi Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Patricia Kathleen Slocum Control | Managing Member & Chief Compliance Officer | 50-75% | 2019 |
| Thomas Jerome Costigan Control | Managing Member | 50-75% | 2019 |
Frequently asked questions
How much does Arborfi Advisors, LLC manage?
Arborfi Advisors, LLC reports $148.4 million in regulatory assets under management on its Form ADV.
How many employees does Arborfi Advisors, LLC have?
Arborfi Advisors, LLC reports 2 employees.
Where is Arborfi Advisors, LLC located?
Arborfi Advisors, LLC is based in Ann Arbor, MI and has been SEC-registered since 2025.
Does Arborfi Advisors, LLC disclose fund performance?
Arborfi Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2395 S Huron Pkwy, Suite 101, Ann Arbor, MI 48104 |
| Phone | 734-345-6980 |
| Fax | 734-545-8878 |
| Office hours | 9:00a.m.-4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$148.4M▲ 30%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$148.4Mregulatory AUM
Discretionary $148.4M