Arcadia Investment Management Corp

Arcadia Investment Management Corp (CRD# 104867) is a financial advisory firm headquartered in Kalamazoo, MI. They manage $401,788,100 in 333 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    402
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $1,206,571
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, NC, TX

Financial Advisors at Arcadia Investment Management Corp
Showing 1 - 3 of 3 top financial advisors.
1
L E. Knox
CRD#: 4347810
259 E. Michigan Avenue, Suite 308, Kalamazoo, MI 49007
90
Wealthminder
score

L Knox (CRD# 4347810) is an Investment Advisor Representative working at Arcadia Investment Management Corp in Kalamazoo, MI and has 1 year of experience in the finance industry.

2
Jerry B. Love
CRD#: 4631038
259 E. Michiagn Avenue, Suite 308, Kalamazoo, MI 49007
90
Wealthminder
score

Jerry Love (CRD# 4631038) is an Investment Advisor Representative working at Arcadia Investment Management Corp in Kalamazoo, MI and has 1 year of experience in the finance industry. Jerry Love has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Michael L. Mueller
CRD#: 4347814
259 E. Michigan Avenue, Suite 308, Kalamazoo, MI 49007
90
Wealthminder
score

Michael Mueller (CRD# 4347814) is an Investment Advisor Representative working at Arcadia Investment Management Corp in Kalamazoo, MI and has 1 year of experience in the finance industry.

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