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ACORNS
5300 California Avenue
Irvine, California 92617
Tel: 855-739-2859
About ACORNS
ACORNS, formally registered with the SEC as ACORNS. The firm was established in 09/23/2013. They have over 1 offices throughout the country.
ACORNS is a Irvine, California based Financial Planning firm with nearly $8,210,969,354 assets under management, offering retirement planning & investment advisory services to 5763237 clients. The firm is staffed with 442 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 165926 |
| SEC# | 801-78602 |
| Assets Managed by Firm | $8,210,969,354 |
| No. of Clients | 5763237 |
| No. of Advisors | 442 |
Fee Structure
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5763237 | $8,210,969,354 |
| Individuals (other than high net worth individuals) | 7443654 | $8,200,663,131 |
| High net worth individuals | 7 | $10,306,223 |
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