Overview
Assets Under Management: $348 million
Headquarters: ANCHORAGE, AK
High-Net-Worth Clients: 120
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Educational Seminars
Clients
Number of High-Net-Worth Clients: 120
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.15
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 481
Discretionary Accounts: 479
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 111362
Filing ID: 1954239
Last Filing Date: 2025-03-29 14:32:00
Website: https://acminc.com