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ARCADIA FUNDS
20 Burlington Mall Road
Suite 420
Burlington, Massachusetts 01803-4121
Tel: 781.418.1049
About ARCADIA FUNDS
ARCADIA FUNDS, formally registered with the SEC as ARCADIA FUNDS. The firm was established in 10/13/2015. They have over 1 offices throughout the country.
ARCADIA FUNDS is a Burlington, Massachusetts based Financial Planning firm with nearly $233,200,000 assets under management, offering retirement planning & investment advisory services to 5 clients. The firm is staffed with 13 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 166087 |
| SEC# | 801-106734 |
| Assets Managed by Firm | $233,200,000 |
| No. of Clients | 5 |
| No. of Advisors | 13 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5 | $233,200,000 |
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