Overview
Assets Under Management: $559 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 19.25
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 193
Discretionary Accounts: 191
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 137958
Last Filing Date: 2024-10-01 00:00:00
Website: https://ackermanasset.com