The ACCELERATE INVESTMENT ADVISORS is a privately held investment adviser that advises $284.16mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. ACCELERATE INVESTMENT ADVISORS is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 67.35% over the last 2-years.
The Group has been registered with the SEC for 3.26 years and is comprised of 1 filing and 0 relying advisers. They operate out of 14 office locations with their Headquarters at 120 VANTIS DR., SUITE 330, ALISO VIEJO, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 40 employees comprised of 31 investment and 9 non-investment staff. The total number of Employees increased by 110.53% over the last 3-years.
Their $284.16mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 582 other accounts. Assets of Individuals clients own $144.65mn or 50.91% of Total Assets and High Net Worth Individuals own $114.63mn or 40.34% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 4 types of clients, top clients are Individuals and High Net Worth Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees and management fees.
ACCELERATE INVESTMENT ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.