Overview
Assets Under Management: $461 million
Headquarters: ALLEN, TX
High-Net-Worth Clients: 199
Average Client Assets: $2 million
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 199
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 96.02
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 564
Discretionary Accounts: 562
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 155131
Last Filing Date: 2025-02-26 00:00:00
Website: https://actwm.com