Arrien Investments, Inc.
Firm details
- Headquarters
- Boise, Idaho
- CRD number
- 321819
- Registered since
- June 27, 2022
- Website
- www.arrieninvestments.com
- Custodians
- PERSHING LLC
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- HNWI50.54%
- Individuals48.05%
- Charitable Organizations0.75%
- Corporations / Businesses0.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Arrien Investments, Inc. is an independent, individually owned registered investment adviser (SEC-registered in 2022) that combines fee-based investment management with insurance brokerage and financial planning. The firm serves both individual and family clients as well as institutional clients, and its advisory services emphasize financial planning and portfolio management for individuals and small businesses. Compensation comes primarily from a percentage-of-assets fee schedule, supplemented by hourly billing for planning work. Arrien does not position itself as an active ESG investor, and it does not operate as a multi-state or pension consultant adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds92%
- Exchange Traded Equities4%
- Cash & Cash Equivalents4%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 44Active vs passive
$302M in ETFs
81%
$244M
<1%
$58.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB) | State Street | Passive | Intermediate Core Bond | $35.8M | 1,469,830 | 11.85% |
Location
Boise, ID
Ada
Location
Boise, ID
Headquartered in Boise, ID, anchoring the Boise City-Mountain Home-Ontario, ID-OR metro in the West.
- Metro area
- Boise City-Mountain Home-Ontario, ID-OR
- Region
- West
- County
- Ada
- Address
- 4477 W Emerald St
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
Scratch Capital
RIABoise, ID
Figure 8 Investment Strategies LLC
RIABoise, ID
Echelon Group
RIABoise, ID
Pacific Value, LLC
RIABoise, ID
Ancorato
RIABoise, ID
BR Wealth Management
RIABoise, ID