Overview
Assets Under Management: $218 million
Headquarters: STUDIO CITY, CA
High-Net-Worth Clients: 65
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 65
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.55
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,204
Discretionary Accounts: 833
Non-Discretionary Accounts: 371
Regulatory Filings
CRD Number: 149452
Last Filing Date: 2025-02-20 00:00:00
Website: https://acapam.com