Assets Under Management
$217.4M
Number of Clients
145
Number of Advisors
7
Average Client AUM
$1.5M
AUM per Advisor
$31.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
ACFO offers family office services including family board meetings, business consulting, advisor team management, digital organization, asset management, estate planning, risk management, and charitable planning. Investment management is offered for a fee based on assets under management. They primarily allocate client assets among various mutual funds, ETFs, cash, individual debt, and equity securities.
5750 S. Ulster Circle East, Suite 300, Greenwood Village, CO, 80111