A & C Investment, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 116708
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI82.04%
- Individuals17.96%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
A & C Investment, Inc. is a small, independent registered investment adviser that serves individual and family clients. The firm acts as a capital allocator and provides financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its advisory arrangements are primarily non-discretionary, indicating clients retain trading authority while the firm provides advice and portfolio recommendations. Fee arrangements are flexible and include percentage-of-AUM, hourly charges, fixed fees and other fee types. The firm does not position itself as an active ESG investor and operates from a single-state footprint.
Assets & Accounts
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 Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Contacts
1 of 1John Freed
Financial PlannerCRD 4485696
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations