Sign in Sign up for free

Acm Money Methods, Ltd. (Amarillo)


Acm Money Methods, Ltd. is an adviser based in Amarillo. It manages $23 million of regulatory assets for 725 client accounts. It has been registered with the SEC as an adviser since 2001.

Logo



Acm Money Methods provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Acm Money Methods: assets under management

The assets under management (AUM) of Acm Money Methods, Ltd. is $23 million. The firm's AUM has gone down by -34% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $80 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $10 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Acm Money Methods, Ltd. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Amarillo

The principal office where Acm Money Methods, Ltd. performs its advisory services is located at 6001 Belpree Rd, Amarillo, TX 79106, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 806-353-8782 or by fax 806-353-8788. The normal business hours are 9:00 am. to 5:00 pm. on Monday - Friday. You can find more information about the New York firm at www.moneymethods.com.


Registered investment advisers similar to Acm Money Methods, Ltd.