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Accelerate Investment Advisors LLC

● SEC registered since 2023CRD 325859SEC# 801-127772Aliso Viejo, CA
Export (members)
Reg. AUM
$242.8M
Employees
36
Accounts
704
Location
Aliso Viejo, CA

Accelerate Investment Advisors LLC assets under management

Accelerate Investment Advisors LLC is a registered investment adviser overseen by the SEC based in Aliso Viejo, CA. The firm has been registered since 2023. It reports $242.8 million in regulatory assets under management and employs 36 people.

Accelerate Investment Advisors LLC owners & executives

4 reported
NameTitleOwnershipSince
Accelerate Investment Advisors LLC ControlOwner/Managing MemberOver 75%2023
Brent Patrick NicksChief Compliance OfficerUnder 5%2023
Christopher M Giovinazzo ControlCeoUnder 5%2023
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Frequently asked questions

How much does Accelerate Investment Advisors LLC manage?

Accelerate Investment Advisors LLC reports $242.8 million in regulatory assets under management on its Form ADV.

How many employees does Accelerate Investment Advisors LLC have?

Accelerate Investment Advisors LLC reports 36 employees.

Where is Accelerate Investment Advisors LLC located?

Accelerate Investment Advisors LLC is based in Aliso Viejo, CA and has been SEC-registered since 2023.

Does Accelerate Investment Advisors LLC disclose fund performance?

Accelerate Investment Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
Phone888-439-7071
Fax(949) 629-3226
Office hours7:30a.m. To 4:30p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK2035216
Discloses disciplinary historyNo

Assets under management

Discretionary$209.3M
Non-discretionary$33.5M
Total (RAUM)$242.8M