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Building 2ARCADIA WEALTH MANAGEMENT

Map pinSMITHTOWN, NY
Phone631-549-5400
NotebookSEC #801-77175
Total AUM
$383.6M
Employees
6
Clients
275

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
10 EDGEWOOD AVENUE
SMITHTOWN
NY 11787
United States
Operating Hours
9:00AM-5:00PM
Monday - Friday
Phone
631-549-5400

ReceiptFinancials

Total AUM
$383.6M
Accounts
924
Discretionary
$378.4M
Accounts
921
Non-Discretionary
$5.2M
Accounts
3

ContactClients

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Individual Clients
162
AUM
$60.6M
HNW Individual Clients
113
AUM
$323M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
SEC/CFTC Penalty/Cease-and-Desist
State Registrations
CAFLLAMANJNYPATX

HandshakeAffiliates

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

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