Acacia Investment Advisory Group, Inc. (Marlton)

Name: Acacia Investment Advisory Group, Inc.
Address: Four Greentree Centre, Suite 206, Marlton, NJ, 08053
Telephone: 856-234-2266

Acacia Investment Advisory Group, Inc. is an adviser based in Marlton. It manages $17.47 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alaska, Illinois, Louisiana, New Jersey, and Ohio.

Acacia Investment Advisory Group provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Acacia Investment Advisory Group: assets under management

The assets under management (AUM) of Acacia Investment Advisory Group, Inc. is $17.47 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -83% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $17.47 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17.47 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Acacia Investment Advisory Group, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
David James Jacovini	Chief executive officer/managing member	1 Sep 2007	25% - 50%	2634108

Based in Marlton

The principal office where Acacia Investment Advisory Group, Inc. performs its advisory services is located at Four Greentree Centre, Suite 206, Marlton, NJ 08053, which is also the mailing address of the firm. An additional office of the firm is in Montclair, NJ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-234-2266 or by fax 856-234-6697. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.acaciafin.com.

Acacia Investment Advisory Group, Inc. (Marlton)

Acacia Investment Advisory Group: assets under management

Fees & Commissions

Indirect Owners

Based in Marlton

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