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ACRUENCE CAPITAL, LLC
8111 Preston Rd.
Suite 500
Dallas, Texas 75225-6339
Tel: 833-653-6400
About ACRUENCE CAPITAL, LLC
ACRUENCE CAPITAL, LLC, formally registered with the SEC as ACRUENCE CAPITAL, LLC. The firm was established in 03/16/2021. They have over 2 offices throughout the country.
ACRUENCE CAPITAL, LLC is a Dallas, Texas based Financial Planning firm with nearly $150,970,068 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 4 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 305482 |
| SEC# | 801-119919 |
| Assets Managed by Firm | $150,970,068 |
| No. of Clients | 3 |
| No. of Advisors | 4 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $150,970,068 |
| Other investment advisers | 2 | $121,970,068 |
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