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Building 2ACT ADVISORS

Map pinASHEVILLE, NC
Phone(828) 398-2802
NotebookSEC #801-80418
Total AUM
$498.9M
Employees
10
Clients
428

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
521 COLLEGE STREET
ASHEVILLE
NC 28801
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
(828) 398-2802
Other Offices
1

ReceiptFinancials

Total AUM
$498.9M
Accounts
1,089
Discretionary
$498.9M
Accounts
1,089
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
292
AUM
$145.6M
HNW Individual Clients
128
AUM
$336M
Pension/Profit Sharing Plan Clients
1
AUM
$596.9K
Charitable Organization Clients
2
AUM
$993.6K
Corporation or Business Clients
5
AUM
$15.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUBSCRIPTION FEES FOR FINANCIAL PLANNING & CONSULTING SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCAFLGANCNYSCTNTXVA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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