Arrien Investments, Inc.

RIASEC RegisteredEst. 2022

Total AUM

$227M

Discretionary

$227M

100% of AUM

Avg account

$250K

Accounts

905

Employees

5

Advisory reps

4

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

FINTRX

Overview

Arrien Investments, Inc. is an independent registered investment adviser that serves both individual/family and institutional clients. The firm offers financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its fee model includes percentage-of-AUM billing and hourly charges. Arrien registered with the SEC in 2022 and is owned by an individual; it does not identify as a capital allocator, multi-state ESG investor, or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds92%
Exchange Traded Equities4%
Cash & Cash Equivalents4%

Contacts

3 of 4

Daniel Weeder
Advisor AssistantCRD 8003919
Andressa Warn
AssociateCRD 7817910
Kevin Arrien
Financial Advisor / PresidentCRD 2196243

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 43

Active vs passive

$285M in ETFs

Passive

82%

$234M

Active

0%

$50.4M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB)	State Street	Passive	Intermediate Core Bond	$34.9M	1,362,580	12.27%

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Primary office

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

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