Unclaimed Profile

Andrew Dodd Fentress

ACRES CAPITAL, LLC·UNIONDALE, New York

Clean recordACRES CAPITAL, LLC

390 RXR PLAZA, UNIONDALE, NY 11556CRD# 2759511Firm CRD# 281190

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Dodd Fentress · UNIONDALE, NY

Registration

CRD #2759511 · ACRES CAPITAL, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Dodd Fentress is a registered financial advisor based in UNIONDALE, New York, affiliated with ACRES CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

ACRES CAPITAL, LLC

ACRES

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at ACRES CAPITAL, LLC →

Services

Pension consulting

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Subscription fees

Performance-based fees

Regulatory

SEC/IARD CRD# 2759511

Firm CRD# 281190

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Frequently Asked Questions

What services does Andrew Dodd Fentress offer?

Andrew Dodd Fentress specializes in Retirement Planning, Wealth Management. Contact their office in UNIONDALE, New York for a consultation.

What are Andrew Dodd Fentress's credentials?

Andrew Dodd Fentress is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Dodd Fentress located?

Andrew Dodd Fentress is based in UNIONDALE, New York, working with ACRES CAPITAL, LLC. Their office serves clients in the UNIONDALE metropolitan area and surrounding communities.

How does Andrew Dodd Fentress charge for services?

Andrew Dodd Fentress's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ACRES CAPITAL, LLC?

ACRES CAPITAL, LLC has approximately 37 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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