ACRES

390 Rxr Plaza
Uniondale, New York 11556
Tel: 516-535-0015

About ACRES

ACRES, formally registered with the SEC as ACRES. The firm was established in 10/20/2015. They have over 6 offices throughout the country.

ACRES is a Uniondale, New York based Financial Planning firm with nearly $3,648,691,083 assets under management, offering retirement planning & investment advisory services to 12 clients. The firm is staffed with 37 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	281190
SEC#	801-106763
Assets Managed by Firm	$3,648,691,083
No. of Clients	12
No. of Advisors	37

Fee Structure

A percentage of AUM
Fixed fees
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Other (ACRES PRESENTS INVESTMENT OPPORTUNITIES TO ITS CLIENTS AND PROVIDES INVESTMENT ADVICE REGARDING SUCH INVESTMENT'S STRUCTURING)

Firm Client Information

	No. of Clients	AUM
Firm Total	12	$3,648,691,083
Pension and profit sharing plans	Fewer than 5 clients	$28,335,587
Other investment advisers	Fewer than 5 clients	$31,716,115
Corporations or other businesses	Fewer than 5 clients	$26,211,251

More Retirement Planning firms in Uniondale, New York:

Firm Name	Assets Under Management	Total Clients	Total Advisors
J.P. MORGAN INVESTMENT MANAGEMENT INC. 383 Madison Avenue New York, NY, 10179-0001	$2,549,092,782,514	92898	3167
GOLDMAN SACHS ASSET MANAGEMENT, L.P. 200 West Street New York, NY, 10282	$1,661,286,615,154	189311	1305
BLACKROCK FINANCIAL MANAGEMENT, INC 50 Hudson Yards New York, NY, 10001	$1,288,497,806,439	2184	6407
BLACKROCK ADVISORS, LLC 50 Hudson Yards New York, NY, 10001	$869,677,370,186	306	221
MORGAN STANLEY INVESTMENT MANAGEMENT INC. 1585 Broadway New York, NY, 10036	$535,031,832,553	25406	492

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