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Building 2ACME JACK WEALTH MANAGEMENT

Map pin
Phone330-909-1044
NotebookSEC #801-129888
Total AUM
$178M
Employees
3
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 - 5
Monday - Friday
Phone
330-909-1044

ReceiptFinancials

Total AUM
$178M
Accounts
293
Discretionary
$178M
Accounts
293
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
40
AUM
$9.5M
HNW Individual Clients
33
AUM
$168.5M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
COOHTX

HandshakeAffiliates

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

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