8305 S. Saginaw Street
Suite 2
Grand Blanc, Michigan 48439
Tel: 810-953-4444
ACORN WEALTH ADVISORS, LLC, formally registered with the SEC as ACORN WEALTH ADVISORS, LLC. The firm was established in 02/27/2014. They have over 2 offices throughout the country.
ACORN WEALTH ADVISORS, LLC is a Grand Blanc, Michigan based Financial Planning firm with nearly $377,220,287 assets under management, offering retirement planning & investment advisory services to 1690 clients. The firm is staffed with 5 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170462 |
| SEC# | 801-79211 |
| Assets Managed by Firm | $377,220,287 |
| No. of Clients | 1690 |
| No. of Advisors | 5 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1690 | $377,220,287 |
| Individuals (other than high net worth individuals) | 840 | $377,220,287 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $246,667,042,077 | 132 | 164 | |
| $20,526,058,796 | 17010 | 134 | |
| $20,209,044,347 | 85 | 74 | |
| $15,029,547,343 | 412 | 15 | |
| $11,989,880,000 | 105 | 31 |
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