1875 Campus Commons Drive
Suite 100
Reston, Virginia 20191
Tel: (703) 293-3100
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 116763 |
SEC# | 801-66477 |
Assets Managed by Firm | $1,110,073,209 |
No. of Clients | 4268 |
No. of Advisors | 21 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 4268 | $1,110,073,209 |
Individuals (other than high net worth individuals) | 1969 | $495,737,336 |
High net worth individuals | 417 | $608,542,123 |
Pension and profit sharing plans | 5 | $5,793,750 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$45,003,485,534 | 354 | 181 | |
$32,231,415,180 | 53 | 47 | |
$26,988,658,396 | 84 | 99 | |
$24,381,015,458 | 94 | 27 | |
$20,812,400,000 | 4775 | 68 |
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