Overview
Assets Under Management: $275 million
Headquarters: VENTURA, CA
High-Net-Worth Clients: 180
Average Client Assets: $759,837
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 180
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 49.75
Average High-Net-Worth Client Assets: $759,837
Total Client Accounts: 1,269
Discretionary Accounts: 1,259
Non-Discretionary Accounts: 10
Regulatory Filings
CRD Number: 281708
Filing ID: 1946381
Last Filing Date: 2025-03-26 11:34:00
Website: https://acaglobal.com