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Arbor Investment Management CRD 154735
$162M regulatory AUM 96 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
3400 Travis Pointe Rd. Suite E, Ann Arbor, MI 48108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2018-03-09 |
| WA | RA | APPROVED | 2014-05-28 |
| TX | RA | APPROVED_RES | 2014-03-10 |
| AK | RA | APPROVED | 2010-08-16 |
| MI | RA | APPROVED | 2010-08-16 |
Branch Locations
3400 Travis Pointe Rd., Ann Arbor, MI 48108 • United States
Lakewood, CO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Arbor Investment Management, Llc | Ann Arbor | MI | 07/2010 | Present |
MR. LEARMAN IS A MANAGING MEMBER OF ARBOR CAMPUS HOMES, LLC AND DUNE PROPERTIES, LLC, WHICH EACH HOLD ONE OR MORE RENTAL PROPERTIES SOUTHEASTERN MICHIGAN AREA. THE PROPERTIES OWNED BY THE ABOVE LLCS ARE MANAGED BY A THIRD PARTY PROPERTY MANAGER. MR. LEARMAN'S INVOLVEMENT IS LIMITED TO OVERSEEING THE FINAL ACCOUNTING AND ANNUAL TAX PREP FOR THE LLCS, WHICH TAKES AN EXTIMATED 2 HOUR PER MONTH, AND DOES NOT MATERIALLY IMPACT MR. LEARMAN'S RESPONSIBILITES AT ARBOR INVESTMENT MANAGEMENT. THE OFFICIAL ADDRESS FOR THE ABOVE NOTED LLCS IS THE SAME AS THAT FOR ARBOR INVESTMENT MANAGEMENT, LLC.
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