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 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
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%
Contacts
3 of 4Daniel Weeder
Advisor AssistantCRD 8003919
Andressa Warn
AssociateCRD 7817910
KEVIN ARRIEN
Financial Advisor / PresidentCRD 2196243
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 43Active vs passive
$285M in ETFs
82%
$234M
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% |
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
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