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ACTS FINANCIAL ADVISORS

ACTS FINANCIAL ADVISORS, LLC

CRD 325930 · SEC 801-129105

Visit website

1390 CHAIN BRIDGE RD #10147, MCLEAN, VA, 22101, United States

Phone

571-749-5522

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$126.5M

Discretionary AUM

$91.4M

Team

2 total employees; 2 advisory reps; 7 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
Individuals5$761K
High net worth individuals18$125.8M

States served

MD, VA, TX

All web addresses on file

Official SEC filing: View on IAPD