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

Building 2ARCADIA INVESTMENT ADVISORS, LLC

Map pinEAGLE, ID
Phone208-342-7758
NotebookSEC #801-56607
Total AUM
$345.8M
Employees
6
Clients
280

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1028 S. BRIDGEWAY PLACE, SUITE 100
EAGLE
ID 83616-6095
United States
Operating Hours
8:00 AM - 4:30 PM
Monday - Friday
Phone
208-342-7758
Other Offices
1

ReceiptFinancials

Total AUM
$345.8M
Accounts
773
Discretionary
$345.8M
Accounts
771
Non-Discretionary
$2.7K
Accounts
2

ContactClients

View more in analytics →

Individual Clients
148
AUM
$44.2M
HNW Individual Clients
118
AUM
$283.7M
Pension/Profit Sharing Plan Clients
10
AUM
$11M
Charitable Organization Clients
4
AUM
$6.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAIDORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account