Aci Partners, LLC
Aci Partners, LLC (CRD# 168342) is a financial advisory firm headquartered in Rockville, MD. They manage $128,277,908 in 562 accounts and serve the financial needs of clients across 5 states (or territories).
Total Assets Under Management128MILLION
Total Number of Accounts562ACCOUNTS
Average Account Value$228,253
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MD, NH, TX, VA
Elisha Zaretsky (CRD# 5946988) is an Investment Advisor Representative working at Aci Partners, LLC in Rockville, MD and has over 6 years of experience in the finance industry.
Patrick Carroll (CRD# 1073745) is an Investment Advisor Representative working at Aci Partners, LLC in Rockville, MD and has over 23 years of experience in the finance industry. Patrick Carroll has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.