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).

By the Numbers
  • Total Assets Under Management
    128
    MILLION
  • Total Number of Accounts
    562
    ACCOUNTS
  • Average Account Value
    $228,253
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NH, TX, VA

Financial Advisors at Aci Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Elisha Zaretsky
CRD#: 5946988
2099 Gaither Road, Suite 110, Rockville, MD 20850
93
Wealthminder
score

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.

2
Patrick K. Carroll
CRD#: 1073745
2099 Gaither Road, Suite 110, Rockville, MD 20850
86
Wealthminder
score

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.

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