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ACE MANAGEMENT
ACE MANAGEMENT, LLC
CRD 306881
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
| Type | Clients | AUM |
|---|---|---|
| Individuals | 81 | $6.3M |
| High net worth individuals | 10 | $6.5M |
| Charitable organizations | 1 | $350K |
| Corporations/business entities | 2 | $400K |
All web addresses on file
Official SEC filing: View on IAPD