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ACT ADVISORS
521 College Street
Asheville, North Carolina 28801
Tel: (828) 398-2802
About ACT ADVISORS
ACT ADVISORS, formally registered with the SEC as ACT ADVISORS. The firm was established in 10/15/2014. They have over 3 offices throughout the country.
ACT ADVISORS is a Asheville, North Carolina based Financial Planning firm with nearly $374,060,105 assets under management, offering retirement planning & investment advisory services to 974 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173120 |
| SEC# | 801-80418 |
| Assets Managed by Firm | $374,060,105 |
| No. of Clients | 974 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 974 | $374,060,105 |
| Individuals (other than high net worth individuals) | 263 | $100,823,690 |
| High net worth individuals | 124 | $258,271,136 |
| Pension and profit sharing plans | 2 | $2,363,305 |
| Charitable organizations | 2 | $860,224 |
| Corporations or other businesses | 4 | $11,741,750 |
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|---|---|---|---|
| $852,173,054,617 | 100603 | 1554 | |
| $429,024,440,167 | 9416 | 1015 | |
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