Patricia Kathleen Slocum

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2014 → 09/2019
  Exchange Capital Management, Inc.
  Ann Arbor, MI
• 09/2019 → Present
  Arborfi Advisors, Llc
  Ann Arbor, MI

Previous Registrations

• 2017-03-20 → 2019-09-17
  Exchange Capital Management Inc
  Ann Arbor, MI

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-03-20
• S63 Uniform Securities Agent State Law Examination
  1997-01-20

Designations

• Certified Financial Planner

Other Names

• Kate Patricia Slocum
• Patricia Barrett Slocum
• Kate Barrett Slocum
• Katie Patricia Slocum
• Katie Barrett
• Katie P Slocum
• Kathleen Patricia Slocum