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| Arcadia Investment Advisors LLC
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|
|
|---|---|
| CRD # | 109590 |
| SEC # | 801-56607 |
| CIK # | |
| AUM | $227.3 MM (2023-03-06) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 208-342-7758 |
| Address | 1028 S Bridgeway Place, Suite 100 Eagle, ID 83616-6095 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 195 | 68.1 |
| (b) Individuals (high net worth individuals) | 75 | 147.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 10.0 |
| (h) Charitable organizations | 4 | 2.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 848 | 227.3 |
| By Discretionary | ||
| Discretionary | 846 | 227.1 |
| Non-Discretionary | 2 | 0.2 |
| Total | 848 | 227.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 227.3 | |
| Total | 848 | 227.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Mokosak Advisory Group LLC
✚
|
IA | 0.2 |
|
Beddow Capital Management Inc
✚
|
WY | 0.2 |
|
Agnello Financial Group Inc
✚
|
FL | 0.2 |
|
Logic Capital Management LLC
✚
|
TX | 0.2 |
|
Heritage Wealth Partners LLC
✚
|
OH | 0.2 |
|
Ranch Capital Advisors Inc
✚
|
FL | 0.2 |
|
Gaddis Premier Wealth Advisors LLC
✚
|
OK | 0.2 |
|
Navigate Wealth Management LLC
✚
|
AL | 0.2 |
|
Financial Network Wealth Management LLC
✚
|
WA | 0.2 |
|
Aspen Wealth Strategies LLC
✚
|
CO | 0.2 |