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Arcadia Investment Management

Arcadia Investment Management is an investment advisor in Kalamazoo with $652.92M assets under management.

Company profile

Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
382727734
SEC advisor number
801-29203
FINRA CRD number
104867
AUM ?
$652.92M (as of 9 Mar 22)
Accounts
336 (as of 9 Mar 22)
Employees
5 (4 investment advisory or research)
Address
Arcadia Investment Management
125 SOUTH KALAMAZOO MALL
SUITE 306
KALAMAZOO
MI 49007
Phone
2693490800

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
Top 50 of 280 long holdings
End of quarter 30 Jun 22
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$18.59M 34.21K 34.4K -0.6
$18.5M 135.27K 137.36K -1.5
$15.71M 78.99K 77.96K +1.3
$15.38M 31.15K 31.18K -0.1
$15.33M 55.2K 54.1K +2.0
$15.04M 58.55K 58.22K +0.6
$14.42M 30.09K 30.12K -0.1
$11.26M 23.18K 23K +0.8
$10.71M 27.88K 27.67K +0.7
$10.3M 4.73K 4.66K +1.4
$9.89M 54.24K 59.83K -9.3
$9.82M 49.86K 48.95K +1.9
$9.47M 123.92K 134.51K -7.9
$9.37M 121.7K 118.55K +2.7
$9.21M 97.97K 100.62K -2.6
$9.2M 36.13K 38.19K -5.4
$9.14M 92.21K 93.53K -1.4
$8.78M 13.9K 13.81K +0.7
$8.4M 21.8K 22.02K -1.0
$7.38M 29.93K 29.57K +1.2
$7.21M 19.69K 19.47K +1.1
$6.76M 63.63K 3.37K +1790.2
$6.68M 27.78K 28.69K -3.2
$6.52M 23.79K 23.73K +0.2
$6.52M 32.93K 33.68K -2.2
$6.02M 31.05K 30.51K +1.7
$6M 43.31K 42.91K +0.9
$5.78M 12.16K 11.95K +1.8
$5.62M 2.57K 2.51K +2.2
$5.48M 227.16K 251.28K -9.6
$5.41M 154.14K 148.45K +3.8
$5.23M 24.88K 22.57K +10.2
$4.88M 3.28K 1.69K +93.7
$4.78M 95.7K 90.25K +6.0
$4.52M 29.42K 32.87K -10.5
$4.31M 56.51K 81.28K -30.5
$4.21M 32.43K 31.88K +1.7
$4.17M 56.64K 57.05K -0.7
$4.15M 24.49K 22.52K +8.8
$4M 16.74K 15.91K +5.2
$4M 15.77K 15.68K +0.6
$3.94M 30.37K 34.53K -12.1
$3.82M 61.55K 62.33K -1.3
$3.37M 48.16K 22.87K +110.6
$3.15M 18.32K 18.42K -0.5
$2.89M 46.25K 32.38K +42.8
$2.59M 6.83K 6.85K -0.2
$2.57M 56.11K 56.42K -0.5
$2.45M 24.14K 23.44K +3.0
$2.33M 15.3K 16.02K -4.5
Holdings list only includes long positions. Only includes long positions.

Calendar

4 Oct 22
31 Dec 22
Financial reports
No filings
Current reports
No filings
Registration and prospectus
No filings
Proxies
No filings
Other
No filings