ACTS FINANCIAL ADVISORS
ACTS FINANCIAL ADVISORS, LLC Legal Name
Adviser information for ACTS FINANCIAL ADVISORS last updated from Form ADV on March 13th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Virginia, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 26 | $65.5M |
| Non-Discretionary | 47 | $42.7M |
| Total | 73 | $108.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $487,938 |
| HNW Individuals | 8 | $107.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 5 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 11-25 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesEducational seminars/workshops |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129105 |
|---|---|
| SEC ERA File Number | 801-129105 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 325930 |
| Legal Entity Identifier | None |
Principal Office
1390 CHAIN BRIDGE RD #10147MCLEAN
VA
United States
Monday - Friday, BY APPOINTMENT
Tel: 571-749-5522, Fax: None
Chief Compliance Officer
MARK EID
1390 CHAIN BRIDGE RD #10147
MCLEAN
VA
United States
Tel:
571-749-5522
M****@************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| CHANG, STEPHEN, WALTER | Individual | – | MANAGING MEMBER | 03/2023 | 50-75% |
| EID, MARK, PHILLIP | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 03/2023 | 50-75% |