Overview
Assets Under Management: $10.0 billion
Headquarters: WAKEFIELD, MA
High-Net-Worth Clients: 12
Average Client Assets: $835 million
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 12
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 100.00
Average High-Net-Worth Client Assets: $835 million
Total Client Accounts: 32,047
Discretionary Accounts: 24,642
Non-Discretionary Accounts: 7,405
Regulatory Filings
CRD Number: 221518
Filing ID: 1967735
Last Filing Date: 2025-03-31 14:17:00
Website: https://acaglobal.com