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- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- Unison waveInsight
- Established Date
- 06-27-2022
- Office Locations
- 1
Office Locations
About Arrien Investments, Inc.
Arrien Investments is a Boise, Idaho-based financial advisory firm founded by Kevin Arrien (1997) providing tailored financial planning and investment management for individuals and organizations. The practice supports retirement, tax, estate and insurance planning and builds portfolios using mutual funds and ETFs within asset-allocation and risk-management frameworks. Operates in retail and institutional channels and clears through Pershing.
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Owner & Executives
ALEX RAY HANSEN
Chief Compliance Officer, Financial Advisor, PRINCIPAL
- CRD
- #6323286
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
KEVIN GERARD ARRIEN
Financial Advisor, General Partner
- CRD
- #2196243
Andressa Diana Warn
--
- CRD
- #7817910
Crest zenith
Summit prime
- CRD
- #70761
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $226,582,421 | $250,367 |
| Non-Discretionary | $0 | -- |
| Total | $226,582,421 | $250,367 |
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Separately Managed Accounts
Total SMA Asset: $226,582,421
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $716,991,804 | 32.8% |
| Cash | $474,351,285 | 21.7% |
| Equity - Exchange | $994,607,534 | 45.5% |
| Total | $2,185,950,623 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| UNISON FOUNDATION | HORIZON FOCUS | 3TGPDH6AK | KYRK | 6.71% | $71,345,267 |
| ZENITH BRIDGE | CATALYST VECTOR | TFP6UIJ6E | XYYE | 2.08% | $53,043,728 |
| VECTOR ELEMENT | CATALYST LEGACY | GJOBWBA7T | RTJ | 8.69% | $9,443,116 |
| HARBOR BEACON | OAK CREST | YFFXK1DDF | PMH | 2.59% | $71,189,804 |
| BRIDGE FOUNDATION MERIDIAN | GLACIER CAPITAL | X3K2MVPWE | XHNUP | 4.40% | $28,397,907 |
| VERTEX ZENITH EMBER | FOUNDATION UNISON | MP4RIO8LJ | UHC | 11.23% | $74,211,756 |
| FOCUS PRIME | VECTOR MOMENTUM | HUU4W1CSL | NZCIR | 4.27% | $82,149,200 |
| PIONEER ALPHA SIGNAL | ATLAS SIGNAL | MIQRFUEOF | SRSQ | 6.73% | $6,596,222 |