Overview
Assets Under Management: $505 million
High-Net-Worth Clients: 260
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 260
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.36
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 286
Discretionary Accounts: 286
Regulatory Filings
CRD Number: 294046
Last Filing Date: 2025-01-16 00:00:00
Website: https://acttwoinvestors.com