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Home > Retirement Planners > pennsylvania > wayne > ACT CAPITAL MANAGEMENT, LLC
ACT CAPITAL MANAGEMENT, LLC
100 West Lancaster Avenue
Suite 110
Wayne, Pennsylvania 19087
Tel: 610-688-2833
About ACT CAPITAL MANAGEMENT, LLC
ACT CAPITAL MANAGEMENT, LLC, formally registered with the SEC as ACT CAPITAL MANAGEMENT, LLC. The firm was established in 08/09/2021. They have over 1 offices throughout the country.
ACT CAPITAL MANAGEMENT, LLC is a Wayne, Pennsylvania based Financial Planning firm with nearly $103,066,040 assets under management, offering retirement planning & investment advisory services to 22 clients. The firm is staffed with 3 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 307272 |
| SEC# | 801-122045 |
| Assets Managed by Firm | $103,066,040 |
| No. of Clients | 22 |
| No. of Advisors | 3 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 22 | $103,066,040 |
| Individuals (other than high net worth individuals) | Fewer than 5 clients | $150,982 |
| High net worth individuals | 11 | $14,593,620 |
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