Overview

Assets Under Management: $434 million
Headquarters: PITTSBURGH, PA
High-Net-Worth Clients: 2
Average Client Assets: $92 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Companies

Clients

Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 42.60
Average High-Net-Worth Client Assets: $92 million
Total Client Accounts: 1,807
Discretionary Accounts: 1,671
Non-Discretionary Accounts: 136

Regulatory Filings

CRD Number: 121484
Filing ID: 1939520
Last Filing Date: 2025-03-04 16:54:00
Website: https://acaglobal.com