Ackerman Capital Management

Ackerman Capital Management (CRD# 123824) is a financial advisory firm headquartered in Dallas, TX. They manage $445,362,315 in 524 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
5956 Sherry Lane, Suite 1600, Dallas, TX 75225
https://www.linkedin.com/company/ackerman-capital-management
By the Numbers
  • Total Assets Under Management
    445
    MILLION
  • Total Number of Accounts
    524
    ACCOUNTS
  • Average Account Value
    $849,928
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Ackerman Capital Management
Showing 1 - 3 of 3 top financial advisors.
1
David Ackerman, financial advisor Dallas TX
David B. Ackerman
CRD#: 2430164
5956 Sherry Lane, Suite 1600, Dallas, TX 75225

David Ackerman (CRD# 2430164) is an Investment Advisor Representative working at Ackerman Capital Management in Dallas, TX and has over 22 years of experience in the finance industry.

2
John Hea, financial advisor Dallas TX
John M. Hea
CRD#: 2916249
5956 Sherry Lane, Suite 1600, Dallas, TX 75225

John Hea (CRD# 2916249) is an Investment Advisor Representative working at Ackerman Capital Management in Dallas, TX and has over 26 years of experience in the finance industry.

3
Keith Pillers, financial advisor Dallas TX
Keith A. Pillers
CRD#: 7143703
5956 Sherry Lane, Suite 1600, Dallas, TX 75225

Keith Pillers (CRD# 7143703) is an Investment Advisor Representative working at Ackerman Capital Management in Dallas, TX and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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