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Arboretum Investment Advisors, LLC

Headquartered in PORTSMOUTH, NH

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Firm Information

Arboretum Investment Advisors, LLC is an investment advisor with 3 employees. They are registered with the SEC and manage $40,028,000 in regulatory assets under management across 2 pooled investment vehicles. The firm provides portfolio management services for pooled investment vehicles.

Arboretum Investment Advisors, LLC

$40.03M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ARBORETUM INVESTMENT ADVISORS, LLC has a total of 2 branch locations across the country.
location

PORTSMOUTH, NH

location

Portsmouth, NH

Advisors at Arboretum Investment Advisors, LLC

View All 3 Advisors
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Stephanie Lyn Blandina

RA

PORTSMOUTH, NH

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Michael Nmn Miroshnikov

RA

Portsmouth, NH

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Kyle Andrew Manez

RA

PORTSMOUTH, NH

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Disclosures

There are no public disclosures for Arboretum Investment Advisors, LLC.

Frequently Asked Questions (5)

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