ACORN CREEK CAPITAL LLC

215 West Oak Street
10th Floor, Ste 1000
Fort Collins, Colorado 80521
Tel: 970-818-4820

About ACORN CREEK CAPITAL LLC

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 $426,440,141 assets under management, offering retirement planning & investment advisory services to 1845 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	325809
SEC#	801-127661
Assets Managed by Firm	$426,440,141
No. of Clients	1845
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1845	$426,440,141
Individuals (other than high net worth individuals)	192	$56,308,970
High net worth individuals	109	$315,630,963
Pension and profit sharing plans	45	$20,649,867
Charitable organizations	19	$1,774,225
Corporations or other businesses	16	$32,076,116

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