Overview

Assets Under Management: $666 million
Headquarters: EDISON, NJ
High-Net-Worth Clients: 221
Average Client Assets: $2 million

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection

Clients

Number of High-Net-Worth Clients: 221
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.68
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 558
Discretionary Accounts: 558

Regulatory Filings

CRD Number: 153062
Filing ID: 1929516
Last Filing Date: 2025-03-28 10:31:00
Website: https://acaglobal.com