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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-09-2023
- Office Locations
- 2
Office Locations
About Acts Financial Advisors
Acts Financial Advisors is a McLean, VA-based RIA providing holistic financial planning and investment guidance for individuals—especially physicians and entrepreneurs—and consulting for small and mid-sized businesses. Services include tax-aware planning, retirement/college savings strategies, insurance and estate planning, and real estate investment analysis, plus cash-flow and valuation work for exit planning. Featured in outlets including Forbes and CNN.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
STEPHEN WALTER CHANG
Advisor, Managing Member
- CRD
- #7717661
- Ownership
- 50% but less than 75%
MARK PHILIP EID
Chief Compliance Officer, Managing Member
- CRD
- #7717662
- Ownership
- 50% but less than 75%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $91,406,361 | $621,812 |
| Non-Discretionary | $35,135,190 | $3,194,108 |
| Total | $126,541,551 | $800,896 |
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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 |
| Private Funds | Available | Available |
| Total | Available | Available |
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