Overview
Assets Under Management: $298 million
Headquarters: EAGLE, ID
High-Net-Worth Clients: 109
Average Client Assets: $2 million
Frequently Asked Questions
ARCADIA INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #109590), ARCADIA INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
ARCADIA INVESTMENT ADVISORS, LLC is headquartered in EAGLE, ID.
ARCADIA INVESTMENT ADVISORS, LLC serves 109 high-net-worth clients according to their SEC filing dated February 19, 2025. View client details ↓
According to their SEC Form ADV, ARCADIA INVESTMENT ADVISORS, LLC offers portfolio management for individuals. View all service details ↓
ARCADIA INVESTMENT ADVISORS, LLC manages $298 million in client assets according to their SEC filing dated February 19, 2025.
According to their SEC Form ADV, ARCADIA INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 80.20
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 766
Discretionary Accounts: 764
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 109590
Last Filing Date: 2025-02-19 00:00:00
Website: https://arcadiaia.net