# Arbor Financial Services

Arbor Financial Services is a Bank / Wealth / Trust based in Downers Grove, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Downers Grove, United States
- **Region:** North America
- **Address:** Downers Grove, IL, United States
- **Founded:** 2000
- **Assets under management:** Undisclosed
- **Website:** arborfinancialservices.com
- **LinkedIn:** https://www.linkedin.com/company/arbor-financial-services

## Regulatory record

- **CRD number:** 150713
- **SEC file number:** 801-121507
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/150713

## About

Arbor Financial Services was established in 2009 as a wealth manager and registered investment advisor. The firm provides investment advisory services focused on financial planning and portfolio management to individuals, high-net-worth individuals, trusts, and estates. It maintains its headquarters in Downers Grove, Illinois.

## Sectors

- Wealth Management
- Professional Athlete
- Investment Advisory

## Questions

### Who does Arbor Financial Services advise?

The firm advises individuals, high-net-worth individuals, trusts, and estates.

### What services does Arbor Financial Services provide?

It provides investment advisory services including financial planning and portfolio management.

## Related profiles

- [Arboretum Wealth & Trust Management](https://altss.com/profile/arboretum-wealth-trust-management)
- [Arborist Capital](https://altss.com/profile/arborist-capital)

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Last updated: 2026-07-10T19:45:18.000Z

Canonical page: https://altss.com/profile/arbor-financial-services

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