|
⚲
|
| ACTS Financial Advisors LLC
✚
| |
|---|---|
| CRD # | 325930 |
| SEC # | 801-129105 |
| CIK # | |
| AUM | $108.2 MM (2024-03-13) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 571-749-5522 |
| Address | 1390 Chain Bridge Rd 10147 Mclean, VA 22101 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 6 | 101.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 101.7 |
| By Discretionary | ||
| Discretionary | 95 | 69.1 |
| Non-Discretionary | 39 | 32.6 |
| Total | 134 | 101.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 101.7 | |
| Total | 134 | 101.7 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Pendleton Financial LLC
✚
|
NC | 0.1 |
|
Campbell Asset Management LLC
✚
|
TN | 0.1 |
|
Regal Advisory Services Inc
✚
|
IL | 0.1 |
|
Portfolio Resources Advisor Group Inc
✚
|
FL | 0.1 |
|
St John & Associates Inc
✚
|
GA | 0.1 |
|
RBF Capital Management Inc
✚
|
FL | 0.1 |
|
Bountiful Investment Management LLC
✚
|
RI | 0.1 |
|
Atlas Financial Advisors Inc
✚
|
CA | 0.1 |
|
Grant Private Wealth Management Inc
✚
|
CA | 0.1 |
|
Networth Asset Management Inc
✚
|
FL | 0.1 |