ARCADIA INVESTMENT PARTNERS

152 West 57th Street
47th Floor
New York, New York 10019
Tel: 212-931-5296

About ARCADIA INVESTMENT PARTNERS

ARCADIA INVESTMENT PARTNERS, formally registered with the SEC as ARCADIA INVESTMENT PARTNERS. The firm was established in 03/30/2012. They have over 1 offices throughout the country.

ARCADIA INVESTMENT PARTNERS is a New York, New York based Financial Planning firm with nearly $1,322,428,551 assets under management, offering retirement planning & investment advisory services to 106 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	161426
SEC#	801-74268
Assets Managed by Firm	$1,322,428,551
No. of Clients	106
No. of Advisors	8

Fee Structure

Fixed fees
Performance Based
Other (MANAGEMENT FEES AS % OF COMMITMENTS MANAGED)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	106	$1,322,428,551
High net worth individuals	22	$1,917,676
Corporations or other businesses	11	$24,190,276

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