RIA Intel›Advisers›Michigan›ACE MANAGEMENT, LLC

ACE MANAGEMENT, LLC

Advisory

EAST LANSING, MI

Data as of Jun 25, 2024 · Source: SEC Form ADV

Average account

$87K

across 155 accounts

AUM per adviser

$5M

3 advisers

Source: SEC Form ADV. Figures as filed Jun 25, 2024.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$14M

Discretionary AUM$0

Non-Discretionary AUM$14M

Discretionary %0%

Total Clients94

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

94 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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