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, privately owned registered investment adviser that became SEC-registered in 2022. The firm serves both individuals/families and institutional clients, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. It also operates as an insurance broker, which appears to influence its product shelf. Arrien charges clients on a percentage-of-AUM basis and, where appropriate, on an hourly basis. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not function as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 92%, Exchange Traded Equities 4%, Cash & Cash Equivalents 4%92%
  • Public Funds/Mutual Funds92%
  • Exchange Traded Equities4%
  • Cash & Cash Equivalents4%

Contacts

3 of 4
  • Daniel Weeder

    Daniel Weeder

    Advisor AssistantCRD 8003919

  • Andressa Warn

    Andressa Warn

    AssociateCRD 7817910

  • Kevin Arrien

    Financial Advisor / PresidentCRD 2196243

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 39

Active vs passive

$304M in ETFs

Passive

81%

$247M

Active

<1%

$57.5M

ETFProviderStyleCategoryValueShares% of portfolio
STATE STREET(R) SPDR(R) PORTFOLIO AGGREGATE BOND ETF (SPAB)State StreetPassiveIntermediate Core Bond$36.5M1,431,24512.00%
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Location

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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