Arbor Wealth Management is an investment advisor in Miramar Beach with $360.06 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
272184221
SEC advisor number
801-80638
FINRA CRD number
153640
AUM ?
$360.06 mm
(as of 1 Dec 21)
Accounts
995
(as of 1 Dec 21)
Employees
6
(6 investment advisory or research)
Address
Arbor Wealth Management
8955 EMERALD COAST PARKWAY, SUITE 104
MIRAMAR BEACH
FL 32550
8955 EMERALD COAST PARKWAY, SUITE 104
MIRAMAR BEACH
FL 32550
Office hours
FRIDAY 8:30 AM - 3:00 PM, MONDAY - THURSDAY 8:30 AM - 5:00 PM
Phone
850-608-6121
Brochures
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
Mcdowell, Margaret, Rose | Managing Member / Principal/chief Compliance Officer | 03/2010 | 50-75% |
Mcdowell, Paul, Graham | Managing Member / Director of Business Development | 03/2010 | 50-75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21
13F-HR
Quarterly holdings report by institutional manager
20 Jul 21
13F-HR
Quarterly holdings report by institutional manager
27 Apr 21
13F-HR
Quarterly holdings report by institutional manager
11 Feb 21
13F-HR
Quarterly holdings report by institutional manager
3 Nov 20
13F-HR
Quarterly holdings report by institutional manager
31 Jul 20
13F-HR
Quarterly holdings report by institutional manager
21 Apr 20
13F-HR
Quarterly holdings report by institutional manager
12 Feb 20
13F-HR
Quarterly holdings report by institutional manager
6 Nov 19