ARCADIA INVESTMENT MANAGEMENT CORP

161 East Michigan Ave, Ste 500
Kalamazoo, Michigan 49007
Tel: 269/349-0800

About ARCADIA INVESTMENT MANAGEMENT CORP

ARCADIA INVESTMENT MANAGEMENT CORP, formally registered with the SEC as ARCADIA INVESTMENT MANAGEMENT CORP. The firm was established in 03/20/1987. They have over 1 offices throughout the country.

ARCADIA INVESTMENT MANAGEMENT CORP is a Kalamazoo, Michigan based Financial Planning firm with nearly $586,069,950 assets under management, offering retirement planning & investment advisory services to 344 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	104867
SEC#	801-29203
Assets Managed by Firm	$586,069,950
No. of Clients	344
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	344	$586,069,950
Individuals (other than high net worth individuals)	27	$16,027,657
High net worth individuals	52	$486,373,302
Charitable organizations	11	$83,668,991

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