ACACIA PARTNERS, LLC

1608 W. 5th Street
Suite 230
Austin, Texas 78703
Tel: 214-973-2373

About ACACIA PARTNERS, LLC

ACACIA PARTNERS, LLC, formally registered with the SEC as ACACIA PARTNERS, LLC. The firm was established in 07/28/2023. They have over 2 offices throughout the country.

ACACIA PARTNERS, LLC is a Austin, Texas based Financial Planning firm with nearly $461,351,988 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281887
SEC#	801-128437
Assets Managed by Firm	$461,351,988
No. of Clients	6
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$461,351,988

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