Arcadia Investment Advisors

Is this your firm? Access your profile

business

Last updated: February 18th, 2020. Data source: SEC filings.


Arcadia Investment Advisors, federally registered in 1999, is a Registered Investment Advisor (RIA) in 5 state(s) with a licensed staff of 2 advisors. Arcadia Investment Advisors manages $180.5 million and provides investment advisory services for 251 clients (1:126 advisor/client ratio). This firm does not have a disciplinary history.

Trusted

Benefits

info_outline
View More keyboard_arrow_down

Considerations

info_outline
View More keyboard_arrow_down


Download PDF





Firm Information


Feature Value
Rank (United States) Top 10%
Advisors Directory View Directory
Avg Advisor Years Registered 13
Percentage of Advisors Trusted 100%
Minimum Investment $100,000
Average Client Balance $718,976
Total AUM $180.5 million
Advisor / Client Ratio 1:126
Headquarters Eagle, ID
SEC Filings View SEC IAPD CRD #109590
State(s) Registered CA, ID, OR, TX, WA

SEC data last verified 02/18/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.



×