AdvisorOS Directory
Claim Profile
Unclaimed Profile
AS

Anson Greene Phelps Stookey

ARCADIA FUNDS, LLC·BURLINGTON, Massachusetts
Clean recordARCADIA FUNDS, LLC
10 BURLINGTON MALL ROAD, BURLINGTON, MA 01803-4121CRD# 6157776Firm CRD# 166087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Anson Greene Phelps Stookey · BURLINGTON, MA
Registration
CRD #6157776 · ARCADIA FUNDS, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Anson Greene Phelps Stookey is a registered financial advisor based in BURLINGTON, Massachusetts, affiliated with ARCADIA FUNDS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

Speak with Anson

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Anson is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
ARCADIA FUNDS, LLC
ARCADIA FUNDS
AUM
$233M
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at ARCADIA FUNDS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6157776
Firm CRD# 166087
View on FINRA BrokerCheck →

Looking for a financial advisor in BURLINGTON?

Browse all registered financial advisors in BURLINGTON, Massachusetts or claim this profile if it's yours.

Browse BURLINGTON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Anson Greene Phelps Stookey offer?
Anson Greene Phelps Stookey specializes in Retirement Planning, Wealth Management. Contact their office in BURLINGTON, Massachusetts for a consultation.
What are Anson Greene Phelps Stookey's credentials?
Anson Greene Phelps Stookey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Anson Greene Phelps Stookey located?
Anson Greene Phelps Stookey is based in BURLINGTON, Massachusetts, working with ARCADIA FUNDS, LLC. Their office serves clients in the BURLINGTON metropolitan area and surrounding communities.
How does Anson Greene Phelps Stookey charge for services?
Anson Greene Phelps Stookey's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ARCADIA FUNDS, LLC?
ARCADIA FUNDS, LLC has approximately 13 employees and manages $233M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at ARCADIA FUNDS, LLC

Andrew W Hallowell
BURLINGTON, MA
Brent Rogers Clark
BURLINGTON, MA
Johnathan B Green
BURLINGTON, MA

More Advisors in BURLINGTON, Massachusetts

Jason Allen Mcginty
RISK PARADIGM GROUP, LLC·BURLINGTON, MA
Stacy Ann Bazylinski
RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, MA
Hugh Patrick Maginnis
RISK PARADIGM GROUP, LLC·BURLINGTON, MA
David Michael Gatti
RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, MA
Samuel Mcmanus Kiefer
RPG FAMILY WEALTH ADVISORY, LLC·BURLINGTON, MA
Christopher Stephen Jensen
RISK PARADIGM GROUP, LLC·BURLINGTON, MA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)NEEDHAM (97)SPRINGFIELD (80)BRAINTREE (69)WESTWOOD (54)WELLESLEY HILLS (46)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
Request removal of this profile