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ARCADIA WEALTH MANAGEMENT

Tel: 631-549-5400
10 Edgewood Avenue
Smithtown, New York  11787

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ARCADIA WEALTH MANAGEMENT

ARCADIA WEALTH MANAGEMENT is a Smithtown, New York based financial advisory firm with nearly $255,594,882 in assets under management and provides investment advisory services for 856 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges

Firm CRD#:

165504

SEC#:

801-77175

No. of Clients:

856

Assets under Management

$255,594,882

No. of Advisors:

6

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