Acc Investment Management, Inc. (Burlingame)

Name: Acc Investment Management, Inc.
Address: 301 California Drive, Burlingame, CA, 94010
Telephone: 650-344-1600

Acc Investment Management, Inc. is an adviser based in Burlingame. It manages $39.61 million of regulatory assets for 233 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of California and Texas.

Acc Investment Management provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Acc Investment Management: assets under management

The assets under management (AUM) of Acc Investment Management, Inc. is $39.61 million. The firm's AUM has grown by 25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $38.51 million in discretionary accounts and $1.1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $167.42 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $366.11 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Acc Investment Management, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Acc Investment Management, Inc.

Andrew Charles Cattano has been acting as President since 1 Feb 2003. Michelle Paige Cattano joined the executive team most recently as the Vice President/Trustee.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Don Henry Hein	Treasurer	1 Jan 2001	Other	2153738
Tiffany Lynn Golden	Secretary	1 Jan 2001	Other	4485670
Andrew Charles Cattano	President/chief compliance officer/trustee	1 Jan 2001	Other	2541078
Michelle Paige Cattano	Vice president/trustee	1 Jan 2001	Other	4485667
Tiffany Lynn Hein	Secretary	1 Jan 2001	Other	4485670
Andrew Charles Cattano	President/chief compliance officer/trustee	1 Feb 2003	75% - 100%	2541078
Michelle Paige Cattano	Vice president/trustee	1 Feb 2003	75% - 100%	4485667
Cattano Family Trust	Shareholder	1 Feb 2003	75% - 100%	xxx-xx-xxxx

Based in Burlingame

The principal office where Acc Investment Management, Inc. performs its advisory services is located at 301 California Drive, Burlingame, CA 94010 The mailing address of the firm is 1325 Howard Avenue, Pmb 433, Burlingame, CA 94010. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-344-1600 or by fax 650-745-7347. The normal business hours are 7:30 a.m. - 4:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.accimi.net.