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Home > Retirement Planners > california > studio city > ACAP ASSET MANAGEMENT, INC.
ACAP ASSET MANAGEMENT, INC.
12031 Ventura Blvd
Suite 1
Studio City, California 91604
Tel: 8182728511
About ACAP ASSET MANAGEMENT, INC.
ACAP ASSET MANAGEMENT, INC, formally registered with the SEC as ACAP ASSET MANAGEMENT, INC. The firm was established in 02/21/2020. They have over 1 offices throughout the country.
ACAP ASSET MANAGEMENT, INC. is a Studio City, California based Financial Planning firm with nearly $218,036,541 assets under management, offering retirement planning & investment advisory services to 1204 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 149452 |
| SEC# | 801-118117 |
| Assets Managed by Firm | $218,036,541 |
| No. of Clients | 1204 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1204 | $218,036,541 |
| Individuals (other than high net worth individuals) | 70 | $7,721,028 |
| High net worth individuals | 65 | $177,805,179 |
| Pension and profit sharing plans | 10 | $32,510,334 |
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