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ACUTE INVESTMENT ADVISORY
4856 East Baseline Road
Suite 104
Mesa, Arizona 85206
Tel: 480-620-6907
About ACUTE INVESTMENT ADVISORY
ACUTE INVESTMENT ADVISORY, formally registered with the SEC as ACUTE INVESTMENT ADVISORY. The firm was established in 07/01/2022. They have over 4 offices throughout the country.
ACUTE INVESTMENT ADVISORY is a Mesa, Arizona based Financial Planning firm with nearly $200,340,217 assets under management, offering retirement planning & investment advisory services to 1510 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170368 |
| SEC# | 801-126000 |
| Assets Managed by Firm | $200,340,217 |
| No. of Clients | 1510 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Other (REFERRAL FEES)
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1510 | $200,340,217 |
| Individuals (other than high net worth individuals) | 609 | $125,442,485 |
| High net worth individuals | 57 | $74,897,732 |
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