ACM

801 Twelve Oaks Center Drive
Suite 817
Wayzata, Minnesota 55391
Tel: 612-217-1143

About ACM

ACM, formally registered with the SEC as ACM. The firm was established in 09/26/2017. They have over 2 offices throughout the country.

ACM is a Wayzata, Minnesota based Financial Planning firm with nearly $212,813,314 assets under management, offering retirement planning & investment advisory services to 14 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285739
SEC#	801-111736
Assets Managed by Firm	$212,813,314
No. of Clients	14
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	14	$212,813,314
Individuals (other than high net worth individuals)	8	$271,861
High net worth individuals	4	$388,883
Pension and profit sharing plans	1	$161,685,475
Charitable organizations	1	$50,467,095

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Firm Name	Assets Under Management	Total Clients	Total Advisors

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