ARCADIA WEALTH MANAGEMENT

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

About 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
Firm CRD#:

165504

Firm SEC#:

801-77175

Assets Under Management:

$255,594,882

No. of Clients:

856

Advisory Services Provided:

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

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