ACI Wealth Advisors

Finance · Florida, United States · 1-10 Employees

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Overview

Headquarters

999 Vanderbilt Beach Rd Ste 200, Naples,...

Phone Number

(888) 407-4472

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
1

About ACI Wealth Advisors

ACI Wealth Advisors is a Registered Investment Advisor that provides customized investment management, financial planning, and retirement income planning services. The firm focuses on delivering fiduciary, conflict-free advice with a commitment to transparency and effective communication. ACI aims to help clients build and protect their wealth through personalized, low-cost investment strategies tailored to individual financial situations. Their target clients include individuals seeking to enhance their financial well-being and achieve their investment goals.Explore more
ACI Wealth Advisors's Social MediaPopular SearchesACI Wealth AdvisorsACI Wealth AdvisersAci Wealth Advisors LLCActive Capital Investments Wealth Advisors LLCSIC Code 62,628NAICS Code 52,523Show more

ACI Wealth Advisors Org Chart

PhoneEmail
DH
United States flag for contact location.

Manager, Investment

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

ACI Wealth Advisors

<$5M
1-10
Private
-
2010
DH
Dak HartsockManager, Investment
$22.2M
11-50
Private
-
2009
JR
John ReaganChief Technology Officer
$5.1M
11-50
Private
-
1993
LW
Leo WhiteFinancial Advisor
<$5M
1-10
Private
-
2020
RC
Robert CannonManaging Director
<$5M
11-50
Private
-
-
CL
Caitie LeibmanLeibman Financial Services CEO & President
<$5M
1-10
Private
-
1995
KA
Kimberly AdamsManager, Operations
<$5M
1-10
Private
-
1972
MF
Matthew FurlongPortfolio Manager, Managing Member & Principal
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

ACI Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

ACI Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about ACI Wealth Advisors.

ACI Wealth Advisors Tech Stack

A closer look at the technologies used by ACI Wealth Advisors

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Frequently Asked Questions Regarding ACI Wealth Advisors

What is ACI Wealth Advisors's official website?
ACI Wealth Advisors's official website is www.aciwealth.com
What is ACI Wealth Advisors's Revenue?
ACI Wealth Advisors's revenue is <$5 Million
What is ACI Wealth Advisors's SIC code?
ACI Wealth Advisors's SIC: 62,628
What is ACI Wealth Advisors's NAICS code?
ACI Wealth Advisors's NAICS: 52,523
How many employees does ACI Wealth Advisors have?
ACI Wealth Advisors has 1-10 employees
What industry does ACI Wealth Advisors belong to?
ACI Wealth Advisors is in the industry of: Finance, Securities Trading
What is ACI Wealth Advisors competition?
ACI Wealth Advisors top competitors include: Evanson Asset Management, Leibman Financial Services, Cannon Wealth Solutions, Richard Bernstein Advisors
What technology does ACI Wealth Advisors use?
Some of the popular technologies that ACI Wealth Advisors uses are: WordPress.org, PHP, MailChimp, AddToAny
How do I contact ACI Wealth Advisors?
ACI Wealth Advisors contact info: Phone number: (888) 407-4472 Website: www.aciwealth.com
What does ACI Wealth Advisors do?

ACI Wealth Advisors is a Registered Investment Advisor that provides customized investment management, financial planning, and retirement income planning services. The firm focuses on delivering fiduciary, conflict-free advice with a commitment to transparency and effective communication. ACI aims to help clients build and protect their wealth thro... ugh personalized, low-cost investment strategies tailored to individual financial situations. Their target clients include individuals seeking to enhance their financial well-being and achieve their investment goals.Read More

What are ACI Wealth Advisors social media links?
ACI Wealth Advisors Linkedin page
Is ACI Wealth Advisors a public company?
ACI Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about ACI Wealth Advisors

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