Act Advisors
Finance · North Carolina, United States · 11-50 Employees
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Overview
Headquarters
521 College St, Asheville, North Carolin...Phone Number
(828) 398-2802Website
www.act-advisors.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1
About Act Advisors
ACT Advisors is a fee-only fiduciary firm that specializes in strategic financial planning, wealth management, risk mitigation, and tax optimization. The firm primarily serves high net worth families, senior executives, and credit union executives, helping them navigate complex financial situations and achieve their financial goals. With a focus on personalized, ongoing relationships, ACT Advisors emphasizes transparency and coordination across investments, taxes, and estate planning. Their approach is grounded in providing intentional strategies without relying on product sales or commissions.Explore more
Act Advisors Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
Act Advisors
<$5M
11-50
Private
-
2011
JE
Jennifer EnglishChief Compliance Officer & Manager, Human Resource & Amp
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
Company Profile Activity
Activity Insights
Act Advisors is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Act Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Act Advisors.
Act Advisors Tech Stack
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ACT Advisors is a fee-only fiduciary firm that specializes in strategic financial planning, wealth management, risk mitigation, and tax optimization. The firm primarily serves high net worth families, senior executives, and credit union executives, helping them navigate complex financial situations and achieve their financial goals. With a focus on... Read More
