ACE Diversified Capital, Inc.

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
San Gabriel, California
CRD number
41768
Registered since
July 8, 1997

Firm profile

FINTRX

Overview

ACE Diversified Capital, Inc. is organized as a corporation with individual ownership. Public dataset classifications do not place the firm into a standard advisory category; several operational flags in the record indicate limited scope of activities. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, newly formed adviser, pension consultant, or a related adviser. The dataset provides no detail on client segments served, fee schedules, specific advisory services, or investment mandates, so the firm’s business model and target market cannot be determined from the available information.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 11
  • Yan Zhang

    Registered RepresentativeCRD 7165364

  • Richard Lim

    Registered RepresentativeCRD 1144085

  • Youngjin Lee

    Registered RepresentativeCRD 1939369

Unlock 8 more contacts →

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

San Gabriel, CA

Los Angeles

Location

San Gabriel, CA

Headquartered in San Gabriel, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
Los Angeles
Address
923 E Valley Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth