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| Happy Holidays!! thanks for using AUM13F!! |
| Arcadia Investment Advisors LLC
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|---|---|
| CRD # | 109590 |
| SEC # | 801-56607 |
| CIK # | 0002047860 |
| AUM | $298.0 M (2025-02-19) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 208-342-7758 |
| Address | 1028 S Bridgeway Place, Suite 100 Eagle, ID 83616-6095 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 150 | 43.6 |
| (b) Individuals (high net worth individuals) | 109 | 239.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 8.7 |
| (h) Charitable organizations | 4 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 766 | 298.0 |
| By Discretionary | ||
| Discretionary | 764 | 297.8 |
| Non-Discretionary | 2 | 0.3 |
| Total | 766 | 298.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 298.0 | |
| Total | 766 | 298.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002047860] |
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