ACE Diversified Capital, Inc.

Broker-DealerFINRA MemberEst. 1997
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
San Gabriel, California
CRD number
41768
Registered since
July 8, 1997

Firm profile

FINTRX

Overview

ACE Diversified Capital, Inc. is registered as a corporate investment adviser with SEC registration dating to 1997 and is owned by an individual. Publicly available metadata classifies the firm as "Unclassified" and indicates it does not operate as a capital allocator. The firm is not identified as a multi-state adviser, is not flagged as an active ESG investor, and is not listed as a pension consultant, related adviser, or newly formed adviser. The firm has provided very limited public detail about its operating model. There are no disclosed descriptions of its client base, fee structure, advisory activities, or business lines in the available dataset, which constrains assessment of how the adviser sources clients or constructs portfolios.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Yan Zhang

    Registered RepresentativeCRD 7165364

  • Richard Lim

    Registered RepresentativeCRD 1144085

  • Youngjin Lee

    Registered RepresentativeCRD 1939369

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Gabriel, CA

Los Angeles

Location

San Gabriel, CA

Headquartered in San Gabriel, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
923 E Valley Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth