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ACTS FINANCIAL ADVISORS

MCLEAN, VA · CRD 325930 · IAPD ↗ · actsfinancialadvisors.com · 571-749-5522

$126.5MRegulatory AUM
2Advisory reps
2Employees
7Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
April 2024 — ACTS FINANCIAL ADVISORS reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
44
February 2024 — ACTS FINANCIAL ADVISORS notice-filed in MD, TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2024 — ACTS FINANCIAL ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.