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ACORN FINANCIAL ADVISORY SERVICES, INC.

1875 Campus Commons Drive
Suite 100
Reston, Virginia 20191
Tel: (703) 293-3100

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About ACORN FINANCIAL ADVISORY SERVICES, INC.

ACORN FINANCIAL ADVISORY SERVICES, INC, formally registered with the SEC as ACORN FINANCIAL ADVISORY SERVICES, INC. The firm was established in 05/01/2006. They have over 7 offices throughout the country.

ACORN FINANCIAL ADVISORY SERVICES, INC. is a Reston, Virginia based Financial Planning firm with nearly $1,110,073,209 assets under management, offering retirement planning & investment advisory services to 4268 clients. The firm is staffed with 21 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#116763
SEC#801-66477
Assets Managed by Firm$1,110,073,209
No. of Clients4268
No. of Advisors21

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (A PERCENTAGE OF ASSETS MANAGED VIA A SUBADVISORY ARRANGEMENT)

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
  • Education seminars/workshops
  • Other (SUBADVISORY PORTFOLIO MANAGEMENT SERVICES OTHER REGISTERED INVESTMENT ADVISERS)

Firm Client Information

No. of ClientsAUM
Firm Total4268$1,110,073,209
Individuals (other than high net worth individuals)1969$495,737,336
High net worth individuals417$608,542,123
Pension and profit sharing plans5$5,793,750

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