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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