Overview
Assets Under Management: $298 million
Headquarters: EAGLE, ID
High-Net-Worth Clients: 109
Average Client Assets: $2 million
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