Arbor Capital Management Inc

Arbor Capital Management Inc

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1400 West Benson Blvd. Suite 575

Anchorage, AK 99503

907-222-7581

acminc.com

No. advisers: 4

AUM: $164,000,000

Asset Breakdown

Staff
Employees 4
Clients
High-net-worth individuals Up to 10%
Financial planning clients 0 (None)
High-net-worth client assets Up to 25%
Compensation
Percentage of assets under management Yes
Hourly charges Yes
Subscription fees No
Fixed fees No
Commissions No
Performance-based fees Yes
Total AUM Total Accounts Avg. Account AUM
Discretionary $160,500,000 554 $289,711
Non-discretionary 3500000 20 $175,000
Total $164,000,000 574 $285,714
    Notes
  • N/A = Not available
  • N/D = Not disclosed
  • — = Information not available or not disclosed

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*Methodology: InvestmentNews qualified 2,298 firms headquartered in the United States based on data reported on Form ADV to the Securities and Exchange Commission as of November 1, 2019. To qualify, firms must have met the following criteria: (1) latest ADV filing date is either on or after January 1, 2019, (2) total AUM is at least $100M, (3) does not have employees who are registered representatives of a broker-dealer, (4) provided investment advisory services to clients during its most recently completed fiscal year, (5) no more than 50% of amount of regulatory assets under management is attributable to pooled investment vehicles (other than investment companies), (6) no more than 25% of amount of regulatory assets under management is attributable to pension and profit-sharing plans (but not the plan participants), (7) no more than 25% of amount of regulatory assets under management is attributable to corporations or other businesses, (8) does not receive commissions, (9) provides financial planning services, (10) is not actively engaged in business as a broker-dealer (registered or unregistered), (11) is not actively engaged in business as a registered representative of a broker-dealer, (12) has neither a related person who is a broker-dealer/municipal securities dealer/government securities broker or dealer (registered or unregistered) not one who is an insurance company or agency.

Database last updated on January 15, 2020.