24acres
Firm details
- Headquarters
- ,
- CRD number
- 334532
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees, Other
- Client types
- HNWI76.69%
- Individuals23.31%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
24acres is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves primarily individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its fees are a mix of percentage-of-AUM, fixed fees and other arrangements. The adviser does not position itself as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds77%
- Exchange Traded Equities16%
- Other4%
- Cash & Cash Equivalents3%
Contacts
1 of 1
Maxwell Gallagher
FounderCRD 6857898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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