Overview
Assets Under Management: $445 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 143
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 143
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.80
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 524
Discretionary Accounts: 416
Non-Discretionary Accounts: 108
Regulatory Filings
CRD Number: 123824
Last Filing Date: 2024-03-29 00:00:00
Website: https://ackermancapital.com