24acres
RIAState Registered
Total AUM
$28.5M
Discretionary
$28.5M
100% of AUM
Avg account
$269K
Accounts
106
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 334532
- Website
- www.24acreswealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI76.69%
- Individuals23.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
24acres is a small, independent registered investment adviser organized as an LLC that focuses on advising individual and family clients. Its advisory services center on financial planning and portfolio management for individuals and small businesses. The firm charges a mix of percentage-of-AUM fees, fixed fees and other fee arrangements. It is not set up as a capital allocator and is not registered as a multi-state adviser; it does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities16%
- Other4%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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