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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