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ACUITAS INVESTMENTS, LLC

520 Pike Street
Suite 1221
Seattle, Washington 98101
Tel: 206-299-2070

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About ACUITAS INVESTMENTS, LLC

ACUITAS INVESTMENTS, LLC, formally registered with the SEC as ACUITAS INVESTMENTS, LLC. The firm was established in 04/01/2014. They have over 1 offices throughout the country.

ACUITAS INVESTMENTS, LLC is a Seattle, Washington based Financial Planning firm with nearly $902,208,628 assets under management, offering retirement planning & investment advisory services to 9 clients. The firm is staffed with 7 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#155782
SEC#801-79447
Assets Managed by Firm$902,208,628
No. of Clients9
No. of Advisors7

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total9$902,208,628
Pension and profit sharing plansFewer than 5 clients$57,141,855

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