Overview
Assets Under Management: $445 million
Headquarters: DALLAS, TX
High-Net-Worth Clients: 143
Average Client Assets: $3 million
Frequently Asked Questions
ACKERMAN CAPITAL ADVISORS, 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 #123824), ACKERMAN CAPITAL ADVISORS, LLC is subject to fiduciary duty under federal law.
ACKERMAN CAPITAL ADVISORS, LLC is headquartered in DALLAS, TX.
ACKERMAN CAPITAL ADVISORS, LLC serves 143 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, ACKERMAN CAPITAL ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
ACKERMAN CAPITAL ADVISORS, LLC manages $445 million in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, ACKERMAN CAPITAL ADVISORS, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
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