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CRD 321819
BOISE, ID
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| KEVIN GERARD ARRIEN | n/a | BOISE, ID | 4 | 34 | 1 | no |
| ALEX RAY HANSEN | Certified Financial Planner | BOISE, ID | 4 | 12 | 1 | no |
| Daniel Hanlon Weeder | n/a | BOISE, ID | 1 | 11 | n/a | no |
| Andressa Diana Warn | n/a | BOISE, ID | 0 | 11 | n/a | no |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| ARRIEN, KEVIN, GERARD | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | yes | 03/1998 | May 27, 2022 | Mar 18, 2024 |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Feb 26, 2026 | $227M | $227M | 5 | 3 | 0 | n/a | n/a |
| 2024 | Apr 25, 2025 | $189M | $187M | 6 | 4 | 0 | n/a | n/a |
| 2023 | Mar 18, 2024 | $171M | $171M | 5 | 3 | 0 | n/a | n/a |
| 2022 | Mar 27, 2023 | $146M | $146M | 6 | 3 | 0 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 0 | 1 | -1 | 25.0% | 0 | 0 | 0 | 0 | 1 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $227M | $189M | 19.6% | $146M | 15.9% | 5 | 6 | 0 | 0 |