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Anson Greene Phelps Stookey

ARCADIA FUNDS, LLC·BURLINGTON, Massachusetts
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10 BURLINGTON MALL ROAD, BURLINGTON, MA 01803-4121CRD# 6157776Firm CRD# 166087
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
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BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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