GRAND ARBOR ADVISORS

GRAND ARBOR ADVISORS is an SEC-registered investment adviser (CRD 149176). Regulatory assets under management: $12.5M.

Registration

• CRD: 149176
• Type: Registered investment adviser
• Phone: 817-589-7281
• Latest filing: 2024-01-29
• Regulatory AUM: $12.5M
• Discretionary AUM: $12.5M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 149176 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search