Home
›
Firms
›
ARCADIA FUNDS, LLC
ARCADIA FUNDS, LLC
ARCADIA FUNDS
BURLINGTON, Massachusetts
·
4 registered advisors
·
CRD# 166087
SEC# 801-106734
0
781.418.1049
01
Firm Overview
AUM
$233M
Regulatory assets under management
Employees
13
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
Wealth Management
04
Advisors at ARCADIA FUNDS, LLC
4 registered advisors
Andrew W Hallowell
BURLINGTON, Massachusetts
CRD# 5073566
Anson Greene Phelps Stookey
BURLINGTON, Massachusetts
CRD# 6157776
Brent Rogers Clark
BURLINGTON, Massachusetts
CRD# 5454837
Johnathan B Green
BURLINGTON, Massachusetts
CRD# 5074181
05
Office Locations
BURLINGTON, Massachusetts
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. ARCADIA FUNDS, LLC (CRD# 166087) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.