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Building 2ACCI CAPITAL

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Phone+34910521226
NotebookSEC #801-121144
Total AUM
$29.3M
Employees
5
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9:00AM TO 5:00PM
Monday - Friday
Phone
+34910521226
Other Offices
1

ReceiptFinancials

Total AUM
$29.3M
Accounts
9
Discretionary
$20.1M
Accounts
6
Non-Discretionary
$9.2M
Accounts
3

ContactClients

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Individual Clients
5
AUM
$6.9M
HNW Individual Clients
3
AUM
$18.3M
Charitable Organization Clients
1
AUM
$4.1M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
CONSULTING SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
CONSULTING FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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