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Acker's Equity (Midland)


Acker's Equity is a related adviser based in Midland. It manages $440 thousand of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of Michigan.

Acker's Equity provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Acker's Equity: assets under management

The assets under management (AUM) of Acker's Equity is $440 thousand, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $440 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $146.67 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Acker's Equity for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Midland

The principal office where Acker's Equity performs its advisory services is located at 75 Leealan Dr, Midland, MI 48640, 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 989-631-1415 or by fax 989-631-6763. The normal business hours are 8 am -5 pm on Monday - Friday.


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