Overview
Assets Under Management: $258 million
Headquarters: GAITHERSBURG, MD
High-Net-Worth Clients: 56
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 58.47
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 452
Discretionary Accounts: 452
Regulatory Filings
CRD Number: 127368
Last Filing Date: 2024-10-02 00:00:00
Website: https://acaglobal.com