ACI Group is a financial solutions provider based in Chevy Chase, MD, offering comprehensive services for both individuals and businesses. With a focus on understanding client needs, they provide portfolio management, financial planning, and business planning services to help clients achieve their goals.
As a registered investment advisor, ACI Group prioritizes safeguarding client objectives and protecting their financial well-being. They process client accounts and securities transactions through Shareholders Service Group, utilizing a fully-disclosed clearing arrangement at Pershing LLC, which is owned by the Bank of NY Mellon.
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