Overview
Assets Under Management: $140 million
Headquarters: GREENWOOD VILLAGE, CO
High-Net-Worth Clients: 74
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.93
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 416
Discretionary Accounts: 415
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 307521
Last Filing Date: 2024-12-20 00:00:00
Website: https://acfamilyoffice.com