IB
Irfan Bhabhrawala
ARBOR FINANCIAL
Ann Arbor, MI 48104
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CRD#: 6409253
IB
Professional summary
Irfan Bhabhrawala, CFP® is a registered financial advisor currently at ARBOR FINANCIAL located in Ann Arbor, Michigan.
Irfan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Irfan has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
What are your service offerings?
Investment Planning
Estate Planning
Comprehensive Financial Planni...
Employee and Employer Plan Ben...
Insurance Planning
Retirement Planning
Tax Planning
Do you have an area of expertise or specialization?
Baby Boomers
Business Owners
Charitable Giving
College/Education Planning
Estate & Generational Planning...
Fixed Fee (Subscription, Retai...
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I OWN 2 SMALL RENTAL INCOME PROPERTIES JOINTLY WITH MY WIFE. THERE IS NOT A SEPARATE BUSINESS NAME ESTABLISHED FOR THESE PROPERTIES. WE ACQUIRED THE PROPERTIES IN 2012 AND 2014. THE PROPERTY ADDRESSES ARE 309 W. HOOVER AND 611 W. LIBERTY. BOTH PROPERTIES ARE IN ANN ARBOR, MI 48103. I SPEND APPROXIMATELY 4 HOURS PER MONTH (MAINLY ON WEEKENDS) ON WORK RELATED TO THESE PROPERTIES.
CRS (Client Relationship Summary) - RIA
Click below to view Irfan Bhabhrawala's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2018
Experience
Current
October 5, 2015 - Present
ARBOR FINANCIAL
Office #1: 116 E. Washington St. Suite 210, Ann Arbor, MI 48104RIA
CRD#: 281317
Ann Arbor, MI
Past
October 21, 2014 - November 14, 2017
DBA ARBOR FINANCIAL SERVICES
RIA
CRD#: 122152
ANN ARBOR, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AF
ARBOR FINANCIAL
ARBOR FINANCIAL | ARBOR FINANCIAL PLANNING LLC
CRD#: 281317 / SEC#: 801-130609
RIA
Registered Investment Advisory firm - (7/3/2024 Approved)Michigan
Registered Investment Advisory firm - (8/6/2024 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(10/5/2015)
IAR
Texas(8/29/2024)
Current Firm
AF
ARBOR FINANCIAL
ARBOR FINANCIAL | ARBOR FINANCIAL PLANNING LLC
CRD#: 281317 / SEC#: 801-130609
RIA
Registered Investment Advisory firm - (7/3/2024 Approved)Michigan
Registered Investment Advisory firm - (8/6/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
116 E. Washington St. Suite 210, Ann Arbor, MI 48104
Mailing Address
Phone number
(734) 761-6626
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (2 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 512 |
| AUM (Assets Under Management) | $ 175,184,882 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
