A
$18.9M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
15 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · TD Ameritrade · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-03-2011
- Office Locations
- 1
Office Locations
7855 Ivanhoe Avenue Suite 460 LA Jolla CA
About AC3 Capital
AC3 Capital is a SAN Diego-based RIA. The firm has been operating for 15 years. Managing $18.9M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
Team overview
-- AVG AGE
$18.9M AVG AUM / ADVISOR
$9.4M AVG AUM / CLIENT
15.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
AVELINO NMN CORTINA III
Chief Compliance Officer, Chief Executive Officer, Managing Member, President
- CRD
- #1723403
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,879,678 | $983,607 |
| Total | $18,879,678 | $983,607 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing