Ac Funds, LLC
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Overview
Ac Funds, LLC operates as a financial advisor firm headquartered in Ridgewood, New Jersey. The firm handles $200.2 million in total assets across four client accounts, placing it in the mid-tier of financial advisory firms in the nation by assets under management (AUM). It has a small group, including 1 financial advisor. Ac Funds, LLC is not a registered broker-dealer, meaning it cannot buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable fiscal investments such as options, bonds and equities.
Ac Funds, LLC administers all of the company's accounts in a discretionary manner. Discretionary management signifies that a portfolio manager makes transaction decisions for the client's account without requiring client approval. The firm supervises an average of $50.1 million in assets for every client account. The average financial advisor at Ac Funds, LLC manages about four client accounts, making it one of the most individualized firms in the country.
The firm's main office is at 10 Wilsey Square, Ridgewood, New Jersey 7450.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ac Funds, LLC by the Numbers
$200.2 million
2
4
$50.1 million
Fee Structure
Financial advisory fees largely depend on which services the firm provides the client. However, fees billed by the firm typically consist of the following fee type: asset-based. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Ac Funds, LLC works with investment companies. Out of its four clients, Ac Funds, LLC's biggest client type by number of accounts is investment companies. None of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ac Funds, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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