Overview
Assets Under Management: $117 million
Headquarters: CLIVE, IA
High-Net-Worth Clients: 23
Average Client Assets: $5 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 23
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.99
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 123
Discretionary Accounts: 123
Regulatory Filings
CRD Number: 291481
Last Filing Date: 2025-02-05 00:00:00
Website: https://acadialegacygroup.com