Investment adviser · CRD 222513
ACT TWO FINANCIAL ADVISORS, LLC
Investment adviser filing (IA)
BAY CITY, MI, United States · Form ADV filed Feb 13, 2023
- Regulatory AUM
- $27.1M Form ADV · Item 5.F
- Client accounts
- 175 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 73 | $16,175,889 | 59.7% |
| High-net-worth individuals | Fewer than 5 | $6,333,675 | 23.4% |
| Retirement plans | Fewer than 5 | $4,570,395 | 16.9% |
Filing source
Form ADV 1701812 · Feb 13, 2023 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 13, 2023. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
6006 WESTSIDE SAGINAW RD.BAY CITY, MI, 48706, United States
CRD 222513
Filing source
Form ADV 1701812 · Feb 13, 2023 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.