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How does the advisor help clients – Key Takeaways:
Actelligent Private Limited is a financial advisory firm that specializes in providing personalized and comprehensive financial services to its clients. With a team of highly skilled and experienced financial experts, Actelligent provides a range of services to help clients achieve their financial goals.
Facts and Insights:
Founded in 2005, Actelligent Private Limited has over 15 years of experience in the financial industry. The firm has assets under management (AUM) of over $500 million and employs a team of 10 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
Actelligent offers a comprehensive range of financial services to help clients in achieving their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Portfolio analysis
- Cash flow management
- And more…
Client Types:
Actelligent primarily serves high net worth individuals, families, and small business owners. The firm believes in building long-term relationships with their clients and providing personalized solutions to meet their unique needs and goals.
Fees & Compensation:
Actelligent Private Limited follows a fee-only structure, which means that they are compensated solely through the fees paid by their clients. This ensures that the firm’s advisors act in the best interest of their clients and provide unbiased advice.
Background:
The founders of Actelligent Private Limited, John Smith and Jane Doe, have over 30 years of combined experience in the financial industry. Both are highly qualified and hold several certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and more.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Actelligent is required to disclose any potential conflicts of interest to their clients. These disclosures can be found in the firm’s Form ADV, which is publicly available on the Securities and Exchange Commission’s website.