Falists
← Back to search

ACE MANAGEMENT

ACE MANAGEMENT, LLC

CRD 306881

Visit website

1760 ABBEY RD, 200, EAST LANSING, MI, 48823, United States

Phone

517-275-1000

Fax

Registration

— (—)

Source

State registered

Total AUM

$13.5M

Discretionary AUM

$0

Team

3 total employees; 3 advisory reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2024-06-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals81$6.3M
High net worth individuals10$6.5M
Charitable organizations1$350K
Corporations/business entities2$400K

All web addresses on file

Official SEC filing: View on IAPD