|
⚲
|
| Arcadia Investment Advisors LLC
✚
| |
|---|---|
| CRD # | 109590 |
| SEC # | 801-56607 |
| CIK # | |
| AUM | $264.9 MM (2024-03-01) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 208-342-7758 |
| Address | 1028 S Bridgeway Place, Suite 100 Eagle, ID 83616-6095 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 170 | 55.7 |
| (b) Individuals (high net worth individuals) | 95 | 196.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 9 | 6.8 |
| (h) Charitable organizations | 5 | 5.9 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 864 | 264.9 |
| By Discretionary | ||
| Discretionary | 862 | 264.7 |
| Non-Discretionary | 2 | 0.2 |
| Total | 864 | 264.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 264.9 | |
| Total | 864 | 264.9 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TSA Wealth Management LLC
✚
|
TX | 0.3 |
|
Balanz Advisors LLC
✚
|
FL | 0.3 |
|
Schuchard Capital Management Inc
✚
|
MI | 0.3 |
|
Peachtree Investment Partners LLC
✚
|
FL | 0.3 |
|
Victoria Capital Management Inc
✚
|
SC | 0.3 |
|
Royal Harbor Partners LLC
✚
|
TX | 0.3 |
|
Blakeslee & Blakeslee Financial Advisers Inc
✚
|
CA | 0.3 |
|
Smallwood Wealth Investment Management LLC
✚
|
NJ | 0.3 |
|
Evexia Wealth LLC
✚
|
WI | 0.3 |
|
Bryspen Incorporated
✚
|
DC | 0.3 |