Ace Management

Overview

Ace Management is a state registered investment adviser based in East Lansing, MI, registered since 2020. It reports $13.5M in assets under management across 155 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$13.5M

Accounts

155

Average account

$87.1K

Employees

3

Advisory reps

3

Registered since

2020

Jurisdictions

1

As reported in the firm's June 2024 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Jeffrey Joseph Hollenbeck Owner CRD 5910417

Advisory reps 3 of 3

• Steven Michael Clisch Insurance Agent · Investment Adviser Rep CRD 3238880
• Michael G Green Insurance Agent · Investment Adviser Rep CRD 1339999
• Jeffrey Joseph Hollenbeck Insurance Agent · Investment Adviser Rep CRD 5910417

Location

Headquarters

1760 Abbey Rd
East Lansing, MI 48823

County

Ingham

Metro area

Lansing-East Lansing, MI

Region

Midwest

Registrations

• State registered
• Registered in 1 jurisdiction
• Website: acefinancialadvisors.com

Every state, with registration dates

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