Arcadia Financial Strategies, Inc.
Arcadia Financial Strategies, Inc. (CRD# 122751) is a financial advisory firm headquartered in Oak Park, IL. They manage $61,057,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Arcadia Financial Strategies, Inc.
By the Numbers
-
Total Assets Under Management61MILLION
-
Total Number of Accounts24ACCOUNTS
-
Average Account Value$2,544,042
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Arcadia Financial Strategies, Inc.
1
David Walz (CRD# 2366221) is an Investment Advisor Representative working at Arcadia Financial Strategies, Inc. in Oak Park, IL and has over 30 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.