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
No. of Advisors:
6
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
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