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ARCADIA FUNDS

Tel: 781.418.1049
20 Burlington Mall Road
Suite 420
Burlington, Massachusetts  01803-4121

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ARCADIA FUNDS

ARCADIA FUNDS is a Burlington, Massachusetts based financial advisory firm with nearly $233,200,000 in assets under management and provides investment advisory services for 5 clients. There are currently 13 financial advisors at the firm.

General Information

Advisory Services Provided:

Portfolio management for pooled investment vehicles , Portfolio management for businesses or institutional clients

Fee Structure:

A percentage of AUM, Performance Based

Firm CRD#:

166087

SEC#:

801-106734

No. of Clients:

5

Assets under Management

$233,200,000

No. of Advisors:

13

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