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Building 2ACP INVESTMENT MANAGEMENT

Map pinKAILUA-KONA, HI
Phone808-657-6511
NotebookSEC #801-134461
Total AUM
$131.9M
Employees
4
Clients
173

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75-170 HUALALAI RD,
SUITE C209
KAILUA-KONA
HI 96740
United States
Operating Hours
8AM-4PM
Monday - Friday
Phone
808-657-6511
Other Offices
2

ReceiptFinancials

Total AUM
$131.9M
Accounts
465
Discretionary
$131.9M
Accounts
465
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
110
AUM
$36.1M
HNW Individual Clients
42
AUM
$70.2M
Pension/Profit Sharing Plan Clients
12
AUM
$11.9M
Corporation or Business Clients
9
AUM
$13.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZHITXWA

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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