215 West Oak Street
9th Floor, Ste 901
Fort Collins, Colorado 80524
Tel: 970-818-4820
ACORN CREEK CAPITAL LLC, formally registered with the SEC as ACORN CREEK CAPITAL LLC. The firm was established in 04/14/2023. They have over 1 offices throughout the country.
ACORN CREEK CAPITAL LLC is a Fort Collins, Colorado based Financial Planning firm with nearly $285,089,303 assets under management, offering retirement planning & investment advisory services to 1142 clients. The firm is staffed with 5 experienced financial planners.
SEC Current Status | Approved |
---|---|
Firm CRD# | 325809 |
SEC# | 801-127661 |
Assets Managed by Firm | $285,089,303 |
No. of Clients | 1142 |
No. of Advisors | 5 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1142 | $285,089,303 |
Individuals (other than high net worth individuals) | 134 | $51,000,000 |
High net worth individuals | 71 | $214,000,000 |
Pension and profit sharing plans | 17 | $19,410,865 |
Charitable organizations | 11 | $678,438 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$203,245,721,760 | 6667 | 1061 | |
$116,213,253,377 | 236022 | 874 | |
$64,938,342,319 | 89 | 78 | |
$63,514,278,950 | 136 | 59 | |
$54,431,410,714 | 101 | 260 |
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