Overview
Assets Under Management: $770 million
Headquarters: FRISCO, TX
High-Net-Worth Clients: 269
Average Client Assets: $4 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 269
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 1,485
Discretionary Accounts: 1,484
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 151490
Last Filing Date: 2025-01-28 00:00:00
Website: https://acaglobal.com