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) 398-2802

Revenue

<$5 Million

Industry

Finance Securities Trading Lending & Brokerage

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. ACT Advisors emphasizes a relationship-driven approach, providing tailored strategies that integrate investments, taxes, and estate planning. Their commitment to transparency and fiduciary guidance ensures clients receive personalized service without the pressure of product sales.Explore more
Act Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Act Advisors Org Chart

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JE
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Chief Compliance Officer

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MR
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Compliance Specialist

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JM
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Client Service Compliance Specialist

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Compare Similar Companies to Act Advisors

Compare insights from companies similar to Act Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Act Advisors

<$5M
11-50
Private
-
2011
JE
Jennifer EnglishChief Compliance Officer
$7.3M
1-10
Private
-
2003
DH
David HunterPrincipal, Certified Financial Planner
<$5M
1-10
Private
-
2014
NA
Nena AcunaSenior Manager, Operations
<$5M
11-50
Private
-
2012
AW
Amanda WurtzClient Relationship Manager
Illustration of an envelope

Act Advisors Tech Stack

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Frequently Asked Questions Regarding Act Advisors

What is Act Advisors's official website?
Act Advisors's official website is www.act-advisors.com
What is Act Advisors's Revenue?
Act Advisors's revenue is <$5 Million
What is Act Advisors's SIC code?
Act Advisors's SIC: 62,628
What is Act Advisors's NAICS code?
Act Advisors's NAICS: 52,523
How many employees does Act Advisors have?
Act Advisors has 11-50 employees
What industry does Act Advisors belong to?
Act Advisors is in the industry of: Finance, Securities Trading, Lending & Brokerage
What is Act Advisors competition?
Act Advisors top competitors include: Horizons Wealth Management, Financial Strategies Group, Denver Private Wealth Management
What companies has Act Advisors acquired?
Act Advisors has acquired the companies: BOUCHERCapital Management
What technology does Act Advisors use?
Some of the popular technologies that Act Advisors uses are: Microsoft 365, Redtail CRM, WPForms, Yoast SEO
How do I contact Act Advisors?
Act Advisors contact info: Phone number: (828) 398-2802 Website: www.act-advisors.com
What does Act Advisors do?

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. ACT Advisors em... phasizes a relationship-driven approach, providing tailored strategies that integrate investments, taxes, and estate planning. Their commitment to transparency and fiduciary guidance ensures clients receive personalized service without the pressure of product sales.Read More

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

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