$627.3K Total AUM
$627.3K Disc. AUM
-- 3Y CAGR
1 Employees
9 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-30-2021
- Office Locations
- 1
Office Locations
-- Clive IA
About Acumen Associates LLC
Acumen Associates LLC is a non-traditional investment advisory firm focused on volatility management, using derivatives-based strategies. The firm serves both individuals and institutions and allocates primarily through ETFs alongside cash and other equities. For implementation and trading access, it works with custodians including Charles Schwab and Interactive Brokers.
Team overview
-- AVG AGE
$627.3K AVG AUM / ADVISOR
$69.7K AVG AUM / CLIENT
5.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Investment Themes
Available
Investment Vehicles
Available
Owner & Executives
M
Michael Andrew Marusiak
President
- CRD
- #6724107
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $627,265 | -- |
| Non-Discretionary | $0 | -- |
| Total | $627,265 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available Equity - Exchange:
Available Derivatives:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
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