Founded in 1969, Ackerman Capital Management is an independently owned, SEC-Registered Investment Advisor based in Dallas, Texas with over $300 million under management. Ackerman Capital Management provides comprehensive wealth management, trust, and planning services to high-net worth families and individuals. The firm specializes in the management of multi-asset portfolios with an emphasis on minimizing investment costs, maximizing tax efficiencies, with state-of the-art reporting capabilities. The firm’s retirement services offering provides consulting and fiduciary services to companies in the management of their defined contribution and defined benefit plans.

Investment advisory services offered through Ackerman Capital Management, a registered investment adviser. 

Website

http://www.ackermancapital.com...

Industry

Financial Services

Company size

2-10 employees

Headquarters

Dallas, Texas

Type

Privately Held

Specialties

Retirement Services, Wealth Management, and Trust Services