Overview

Assets Under Management: $2.2 billion
Headquarters: CHESTERFIELD, MO
High-Net-Worth Clients: 610
Average Client Assets: $3 million

Services Offered

Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars

Clients

Number of High-Net-Worth Clients: 610
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.82
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,767
Discretionary Accounts: 3,767

Regulatory Filings

CRD Number: 121307
Filing ID: 1988477
Last Filing Date: 2025-05-08 16:09:00
Website: https://acrinv.com