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James Armin Freeman

ARBOR INVESTMENTS MANAGEMENT, LLC·PALM BEACH, Florida
Unclaimed Profile
209 PHIPPS PLAZA, PALM BEACH, FL 33480CRD# 3146076Firm CRD# 157442
01

About

James Armin Freeman is a registered financial advisor based in PALM BEACH, Florida, affiliated with ARBOR INVESTMENTS MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
ARBOR INVESTMENTS MANAGEMENT, LLC
ARBOR INVESTMENTS MANAGEMENT, LLC
AUM
$3.1B
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at ARBOR INVESTMENTS MANAGEMENT, LLC →
Services
Pension consulting
Other
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SEE SCHEDULE D - MISCELLANEOUS
Regulatory
SEC/IARD CRD# 3146076
Firm CRD# 157442
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does James Armin Freeman offer?
James Armin Freeman specializes in Retirement Planning. Contact their office in PALM BEACH, Florida for a consultation.
What are James Armin Freeman's credentials?
James Armin Freeman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Armin Freeman located?
James Armin Freeman is based in PALM BEACH, Florida, working with ARBOR INVESTMENTS MANAGEMENT, LLC. Their office serves clients in the PALM BEACH metropolitan area and surrounding communities.
How does James Armin Freeman charge for services?
James Armin Freeman's firm is compensated through percentage of aum, performance-based fees, other: see schedule d - miscellaneous. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARBOR INVESTMENTS MANAGEMENT, LLC?
ARBOR INVESTMENTS MANAGEMENT, LLC has approximately 25 employees and manages $3.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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