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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail
- Platforms
- --
- Established Date
- 07-06-2021
- Office Locations
- 1
Office Locations
About Aces Advisors
Aces Advisors is a New York-based RIA providing comprehensive wealth management and financial planning that links clients' current finances to retirement, investment, tax, and estate goals. The firm emphasizes personalized, unbiased advice with a low-cost, easy-to-understand fee approach, serving individuals and entrepreneurs/business owners. Investment implementation includes asset allocation using ETFs and mutual funds, with custody through Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Owner & Executives
ANDRE W JEAN-PIERRE JR.
Chief Compliance Officer, Managing Director, Managing Member
- CRD
- #5790700
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,250,000 | -- |
| Total | $1,250,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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