Arrien Investments Inc

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Assets, Funds, Holdings

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Arrien Investments Inc
CRD #321819
SEC #801-125988
CIK #0002052048
AUM $189.4 M (2025-04-25)
Employees 6 (67% Investors, 0% Brokers)
Phone208-338-1520
Address4477 West Emerald Street
Boise, ID 83706
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
190152114763802011201620212026
Sector Form 13F Holdings Value ($M)
McDonalds Corp 0.8
Apple Inc 0.6
Perpetua Resources Corp 0.6
iShares Comex Gold Trust 0.5
 
 
 
 
 
 
 
Holdings by Sector ($M)
16012896643202023202420252026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 348 87.7
(b) Individuals (high net worth individuals) 60 97.4
(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 3 2.2
(h) Charitable organizations 0 1.7
(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 0.5
(n) Other 0 0.0
Total 831 189.4
By Discretionary
Discretionary 831 189.4
Non-Discretionary 0 0.0
Total 831 189.4
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 189.4
Total 831 189.4
EDGAR Form CIK 2011 - 2025
13F-HR [0002052048]
Comparable Firms State AUM ($B)
Fulcrum Equity Management LLC
TX 0.2
Zimmermann Alan L
0.2
X Advisors LLC
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Drawbridge Capital LLC
OK 0.2
Financial Concepts Unlimited Inc
0.2
Great Gable Advisors LLC
CA 0.2
Review Services Inc
WI 0.2
Financial Management Services of America LLC
0.2
Miami Valley Portfolio Management Inc
OH 0.2
Sky-Mountain Capital Management Inc
ID 0.2
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