Overview
Assets Under Management: $505 million
High-Net-Worth Clients: 260
Average Client Assets: $2 million
Frequently Asked Questions
ACT TWO INVESTORS 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 #294046), ACT TWO INVESTORS LLC is subject to fiduciary duty under federal law.
ACT TWO INVESTORS LLC serves 260 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, ACT TWO INVESTORS LLC offers portfolio management for individuals. View all service details ↓
ACT TWO INVESTORS LLC manages $505 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, ACT TWO INVESTORS LLC serves high-net-worth individuals. View client details ↓
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