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ARBOR TRUST WEALTH ADVISORS, LLC
ARBOR TRUST WEALTH ADVISORS, LLC
ANN ARBOR, Michigan
·
4 registered advisors
·
CRD# 169611
SEC# 801-78929
0
(734) 389-7794
01
Firm Overview
AUM
$528M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ARBOR TRUST WEALTH ADVISORS, LLC
4 registered advisors
Charles Nelson Waterhouse
ANN ARBOR, Michigan
CRD# 6363082
Gary Dale Haapala
ANN ARBOR, Michigan
CRD# 6177586
James William Winslow
ANN ARBOR, Michigan
CFP
CRD# 3226077
Sonia Sunik Patel
ANN ARBOR, Michigan
CRD# 3157909
05
Office Locations
ANN ARBOR, Michigan
4 advisors
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Data sourced from SEC Form ADV filings. ARBOR TRUST WEALTH ADVISORS, LLC (CRD# 169611) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.