|
⚲
|
| Arcadia Investment Management Corp
✚
| |
|---|---|
| CRD # | 104867 |
| SEC # | 801-29203 |
| CIK # | 0001016972, 0001694877 |
| AUM | $586.1 MM (2024-05-30) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 269-349-0800 |
| Address | 161 East Michigan Ave, Ste 500 Kalamazoo, MI 49007 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AVGO | 201,282.9 | 31.8 | |
| MSFT | 1,918,222.4 | 27.4 | |
| PANW | 49,011.6 | 25.9 | |
| AAPL | 2,382,844.0 | 25.0 | |
| NVDA | 399,550.0 | 24.2 | |
| SYK | 74,798.9 | 23.9 | |
| COST | 207,576.9 | 23.3 | |
| TMO | 209,733.6 | 18.1 | |
| MPWR | 18,523.3 | 17.8 | |
| GOOGL | 1,475,138.5 | 17.7 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 27 | 16.0 |
| (b) Individuals (high net worth individuals) | 52 | 486.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 11 | 83.7 |
| (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 | 344 | 586.1 |
| By Discretionary | ||
| Discretionary | 344 | 586.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 344 | 586.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 586.1 | |
| Total | 344 | 586.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001016972] | |
| D | [0001694877] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Rogan & Associates Inc
✚
|
FL | 0.6 |
|
Atlas Legacy Advisors LLC
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|
CA | 0.6 |
|
USA Financial Formulas LLC
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|
MI | 0.6 |
|
Retireright LLC
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|
IA | 0.6 |
|
Denver PWM LLC
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|
CO | 0.6 |
|
FCF Advisors LLC
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|
NY | 0.6 |
|
Winslow Asset Management Inc
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|
OH | 0.6 |
|
CFM Wealth Partners LLC
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|
TX | 0.6 |
|
Family WMS LLC
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|
GA | 0.6 |
|
Strategic Equity Management Inc
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|
AZ | 0.6 |