Overview
Assets Under Management: $121 million
High-Net-Worth Clients: 36
Average Client Assets: $3.1 million
Frequently Asked Questions
ACCI CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292126), ACCI CAPITAL is subject to fiduciary duty under federal law.
ACCI CAPITAL serves 36 high-net-worth clients according to their SEC filing dated June 29, 2018. View client details ↓
According to their SEC Form ADV, ACCI CAPITAL offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
ACCI CAPITAL manages $121 million in client assets according to their SEC filing dated June 29, 2018.
According to their SEC Form ADV, ACCI CAPITAL serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 36
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 92.98%
Average Client Assets: $3.1 million
Total Client Accounts: 38
Discretionary Accounts: 38
Regulatory Filings
CRD Number: 292126
Filing ID: 1226969
Last Filing Date: 2018-06-29 10:27:00