Overview
Assets Under Management: $175 million
Headquarters: CHATTANOOGA, TN
High-Net-Worth Clients: 62
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: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 87.56
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 289
Discretionary Accounts: 289
Regulatory Filings
CRD Number: 105867
Last Filing Date: 2025-01-29 00:00:00
Website: https://acaglobal.com