Acts Financial Advisors
Acts Financial Advisors is an SEC-registered ria in Mclean, VA with $126.5M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Acts Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 325930, SEC 801-129105, data through 2026-03-05.
- AUM (assets under management / regulatory AUM)
- $126.5M (2026-03-05)
- Firm type
- Ria
- Location
- Mclean, VA
- Employees
- 2
- Clients
- 23
- CRD
- 325930
- Ownership
- CHANG, STEPHEN, WALTER; EID, MARK, PHILLIP
How much AUM does Acts Financial Advisors have?
Acts Financial Advisors reported $126.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-05).
Who owns Acts Financial Advisors?
Disclosed owners and executives of Acts Financial Advisors include CHANG, STEPHEN, WALTER, EID, MARK, PHILLIP. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.