ACTS FINANCIAL ADVISORS

1390 Chain Bridge Rd #10147
Mclean, Virginia 22101
Tel: 571-749-5522

About ACTS FINANCIAL ADVISORS

ACTS FINANCIAL ADVISORS, formally registered with the SEC as ACTS FINANCIAL ADVISORS. The firm was established in 11/24/2023. They have over 2 offices throughout the country.

ACTS FINANCIAL ADVISORS is a Mclean, Virginia based Financial Planning firm with nearly $108,187,247 assets under management, offering retirement planning & investment advisory services to 73 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325930
SEC#	801-129105
Assets Managed by Firm	$108,187,247
No. of Clients	73
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	73	$108,187,247
Individuals (other than high net worth individuals)	Fewer than 5 clients	$487,938
High net worth individuals	8	$107,699,309

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