Overview
Assets Under Management: $426 million
Headquarters: FORT COLLINS, CO
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 74.02
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,845
Discretionary Accounts: 1,822
Non-Discretionary Accounts: 23
Regulatory Filings
CRD Number: 325809
Last Filing Date: 2025-02-07 00:00:00
Website: https://acorncreekcapital.com