Force Acres, LLC
Firm details
- Headquarters
- ,
- CRD number
- 306946
- Website
- www.forceacres.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals59.76%
- HNWI40.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Force Acres, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves individuals and families, offering financial planning and portfolio management geared toward individuals and small businesses. Its fee model combines a percentage-of-assets-under-management component with fixed fees. The adviser does not identify as an active ESG investor, is not recorded as a multi-state adviser, and does not advertise pension consulting or related-adviser services.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 Funds96%
- Cash & Cash Equivalents4%
Contacts
1 of 1
Kevin Force
Financial ConciergeCRD 5565403
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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