Overview

Assets Under Management: $563 million
Headquarters: FT WAYNE, IN
High-Net-Worth Clients: 4
Average Client Assets: $118 million

Services Offered

Services: Portfolio Management for Individuals

Clients

Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 84.00
Average High-Net-Worth Client Assets: $118 million
Total Client Accounts: 3,261
Discretionary Accounts: 3,044
Non-Discretionary Accounts: 217

Regulatory Filings

CRD Number: 106107
Filing ID: 1999380
Last Filing Date: 2025-06-23 12:41:00
Website: https://acmc.biz