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ACRES

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

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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 StatusApproved
Firm CRD#281190
SEC#801-106763
Assets Managed by Firm$3,648,691,083
No. of Clients12
No. of Advisors37

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 ClientsAUM
Firm Total12$3,648,691,083
Pension and profit sharing plansFewer than 5 clients$28,335,587
Other investment advisersFewer than 5 clients$31,716,115
Corporations or other businessesFewer than 5 clients$26,211,251

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