ACT TWO FINANCIAL ADVISORS, LLC
CRD #222513 SEC #801-121117 BAY CITY, MI 989-402-1423
SEC Registered
Total AUM
$26.7M
Discretionary
$26.7M
Employees
3
Clients
0
Accounts
167
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2023 | $27.1M | $27.1M | $0 | 2 | 0 |
| Aug 2022 | $26.7M | $26.7M | $0 | 3 | 0 |
| Aug 2022 | $26.7M | $26.7M | $0 | 3 | 0 |
| Jul 2022 | $39.2M | $33.9M | $5.2M | 3 | 0 |
| Mar 2022 | $39.2M | $33.9M | $5.2M | 3 | 0 |
| Jul 2021 | $29.5M | $29.5M | $0 | 3 | 0 |
| Apr 2021 | $29.5M | $29.5M | $0 | 2 | 0 |
| Apr 2021 | $29.5M | $29.5M | $0 | 2 | 0 |
DateFeb 2023
Total AUM$27.1M
Discretionary$27.1M
Non-Disc.$0
Employees2
Clients0
DateAug 2022
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees3
Clients0
DateAug 2022
Total AUM$26.7M
Discretionary$26.7M
Non-Disc.$0
Employees3
Clients0
DateJul 2022
Total AUM$39.2M
Discretionary$33.9M
Non-Disc.$5.2M
Employees3
Clients0
DateMar 2022
Total AUM$39.2M
Discretionary$33.9M
Non-Disc.$5.2M
Employees3
Clients0
DateJul 2021
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees3
Clients0
DateApr 2021
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees2
Clients0
DateApr 2021
Total AUM$29.5M
Discretionary$29.5M
Non-Disc.$0
Employees2
Clients0