ARCADIA INVESTMENT ADVISORS, LLC

1028 S. Bridgeway Place, Suite 100
Eagle, Idaho 83616-6095
Tel: 208-342-7758

About ARCADIA INVESTMENT ADVISORS, LLC

ARCADIA INVESTMENT ADVISORS, LLC, formally registered with the SEC as ARCADIA INVESTMENT ADVISORS, LLC. The firm was established in 06/23/1999. They have over 2 offices throughout the country.

ARCADIA INVESTMENT ADVISORS, LLC is a Eagle, Idaho based Financial Planning firm with nearly $298,047,920 assets under management, offering retirement planning & investment advisory services to 766 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	109590
SEC#	801-56607
Assets Managed by Firm	$298,047,920
No. of Clients	766
No. of Advisors	6

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	766	$298,047,920
Individuals (other than high net worth individuals)	150	$43,599,252
High net worth individuals	109	$239,039,981
Pension and profit sharing plans	10	$8,660,737
Charitable organizations	4	$6,747,950

More Retirement Planning firms in Eagle, Idaho:

Firm Name	Assets Under Management	Total Clients	Total Advisors
THE CAPROCK GROUP, LLC 800 West Main Street, Suite 1150 Boise, ID, 83702	$9,361,493,116	386	63
CLEARWATER ADVISORS, LLC 101 S. Capitol Blvd, Suite 1201 Boise, ID, 83702	$3,797,719,931	78	10
INSPIRE INVESTING, LLC 3597 E Monarch Sky Ln, Suite 330 Meridian, ID, 83646	$2,856,919,716	463	34
MOUNTAIN PACIFIC INVESTMENT ADVISERS, LLC 877 West Main Street, Suite 704 Boise, ID, 83702	$1,931,996,135	801	6
RW INVESTMENT MANAGEMENT LLC 1028 S. Bridgeway Place, Suite 200 Eagle, ID, 83616	$1,380,795,719	2334	19

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