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.
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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.