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ACKERMAN CAPITAL MANAGEMENT
5956 Sherry Lane
Suite 1600
Dallas, Texas 75225
Tel: 214-361-5383
About ACKERMAN CAPITAL MANAGEMENT
ACKERMAN CAPITAL MANAGEMENT, formally registered with the SEC as ACKERMAN CAPITAL MANAGEMENT. The firm was established in 11/13/2002. They have over 1 offices throughout the country.
ACKERMAN CAPITAL MANAGEMENT is a Dallas, Texas based Financial Planning firm with nearly $445,362,315 assets under management, offering retirement planning & investment advisory services to 524 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 123824 |
| SEC# | 801-61595 |
| Assets Managed by Firm | $445,362,315 |
| No. of Clients | 524 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 524 | $445,362,315 |
| Individuals (other than high net worth individuals) | 9 | $563,809 |
| High net worth individuals | 148 | $401,786,509 |
| Pension and profit sharing plans | 9 | $8,625,766 |
| Charitable organizations | 5 | $20,874,663 |
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