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Thomas Jerome Costigan

Arborfi Advisors, LLC

Ann Arbor, MI

CRD 6464996

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Employer firm

Arborfi Advisors, LLC CRD 305009

$148M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Arborfi Advisors, Llc

2395 S Huron Pkwy Suite 101, Ann Arbor, MI 48104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-12
MI RA APPROVED 2019-09-16
  • TX RA
    APPROVED_RES
    Since 2023-01-12
  • MI RA
    APPROVED
    Since 2019-09-16

Branch Locations

2395 S Huron Pkwy Suite 101, Ann Arbor, MI 48104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Exchange Capital Management, Inc. Ann Arbor MI 09/2006 09/2019
Arborfi Advisors, Llc Ann Arbor MI 09/2019 Present
  • 09/2006 → 09/2019
    Exchange Capital Management, Inc.
    Ann Arbor, MI
  • 09/2019 → Present
    Arborfi Advisors, Llc
    Ann Arbor, MI
Previous Registrations
  • 2015-03-18 → 2019-09-17
    Exchange Capital Management Inc
    Ann Arbor, MI
Designations
  • Certified Financial Planner
Other Names
  • Tom Costigan

View on SEC IAPD

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Nearby Investors

WILLIAM ROBERT ELGER
JOHN ALEXANDER MCCLELLAN
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Nearby Offices

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