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- Custodian
- Charles Schwab & Company · Prudential · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-14-2020
- Office Locations
- 3
Office Locations
About ACE Management
ACE Management is a Michigan-based wealth management and financial planning firm serving individuals and families through key life milestones. The team takes a collaborative approach, coordinating with clients’ attorneys, accountants, and life insurance specialists. Portfolios are built primarily with ETFs alongside fixed income. Investment leadership includes CFA Jeff Hollenbeck, with custody support via Charles Schwab and TD Ameritrade.
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Investment Themes
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Owner & Executives
JEFFREY JOSEPH HOLLENBECK
Chief Executive Officer, Chief Investment Officer, Owner
- CRD
- #5910417
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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STEVEN MICHAEL CLISCH
--
- CRD
- #3238880
Michael Scott Green
Director
- CRD
- #1339999
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $13,500,000 | -- |
| Total | $13,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $13,500,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $337,634,125 | 13.8% |
| Corporate - Investment Grade | $288,701,643 | 11.8% |
| Corporate - Non-Investment Grade | $207,963,048 | 8.5% |
| Municipal Bonds | $154,137,318 | 6.3% |
| Cash | $435,499,089 | 17.8% |
| Public Funds | $479,538,323 | 19.6% |
| U.S. Government/Agency | $430,605,841 | 17.6% |
| Derivatives | $112,544,708 | 4.6% |
| Total | $2,446,624,095 | 100.0% |