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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Radial unisonMatrix +more
- Established Date
- 01-01-1998
- Office Locations
- 1
Office Locations
About A & C Investment, Inc.
A & C Investment, Inc. (Salt Lake City, UT) is a retail-focused advisory firm. The firm provides financial and investment planning, portfolio construction, and retirement, tax, estate, insurance, and business-succession planning, with an asset-allocation and risk-management approach using mutual funds and ETFs (with some real estate exposure). Public profile data lists Charles Schwab as custodian; website content is limited and currently promotes a rent-to-own home program.
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Owner & Executives
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JOHN KNOWLTON FREED
--
- CRD
- #4485696
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Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $21,674,000 | -- |
| Total | $21,674,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $21,674,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,405,282,612 | 36.5% |
| Equity - Exchange | $496,661,526 | 12.9% |
| Cash | $1,948,145,211 | 50.6% |
| Total | $3,850,089,349 | 100.0% |