1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ARCADIA INVESTMENT MANAGEMENT CORP

Map pinKALAMAZOO, MI
Phone269/349-0800
NotebookSEC #801-29203
Total AUM
$697.3M
Employees
4
Clients
91

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
161 EAST MICHIGAN AVE, STE 500
KALAMAZOO
MI 49007
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
269/349-0800

ReceiptFinancials

Total AUM
$697.3M
Accounts
380
Discretionary
$697.3M
Accounts
380
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Individual Clients
24
AUM
$13.6M
HNW Individual Clients
61
AUM
$634.3M
Charitable Organization Clients
6
AUM
$49.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLILLAMINCNETX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account