Overview
Assets Under Management: $9.5 billion
Headquarters: RIDGEWOOD, NJ
High-Net-Worth Clients: 41
Average Client Assets: $108 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 46.67
Average High-Net-Worth Client Assets: $108 million
Total Client Accounts: 14,670
Discretionary Accounts: 14,670
Regulatory Filings
CRD Number: 112266
Filing ID: 2007779
Last Filing Date: 2025-08-05 10:58:00
Website: https://acmwealth.com