Acorn Asset Management LLC

Overview

Acorn Asset Management LLC is an independent, individual-owned registered investment adviser focused on serving individual and family clients. The firm combines fee arrangements that include a percentage of assets under management, hourly charges, and fixed fees to deliver financial planning, portfolio management for individuals and small businesses, and pension consulting services. Acorn reports a single-state adviser footprint, does not market itself as an ESG-focused investor, and lists traditional advisory activities rather than operating as a capital allocator or a related adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices