Overview
Assets Under Management: $559 million
High-Net-Worth Clients: 38
Average Client Assets: $3 million
Frequently Asked Questions
ACKERMAN ASSET MANAGEMENT, LLC 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 #137958), ACKERMAN ASSET MANAGEMENT, LLC is subject to fiduciary duty under federal law.
ACKERMAN ASSET MANAGEMENT, LLC serves 38 high-net-worth clients according to their SEC filing dated October 01, 2024. View client details ↓
According to their SEC Form ADV, ACKERMAN ASSET MANAGEMENT, LLC offers portfolio management for individuals and pension consulting services. View all service details ↓
ACKERMAN ASSET MANAGEMENT, LLC manages $559 million in client assets according to their SEC filing dated October 01, 2024.
According to their SEC Form ADV, ACKERMAN ASSET MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
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