ACORNS
Firm details
- Headquarters
- IRVINE, California
- CRD number
- 165926
- Registered since
- September 23, 2013
- Website
- www.acorns.com
- Custodians
- ACORNS SECURITIES, LLC
- Fee structure
- Fixed Fees
- Client types
- Individuals99.74%
- HNWI0.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Acorns operates as a limited liability company providing portfolio management services to individual and family clients, as well as small businesses. Registered with the SEC since 2013, the firm charges fixed fees and lists portfolio management for individuals and small businesses as its primary advisory activity. FINTRX flags Acorns as an active ESG investor and notes an affiliation with a broker-dealer. The firm is not positioned as a capital allocator and is classified as unclassified in the snapshot data.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
2 of 2Seth Wunder
Chief Investment OfficerCRD 2904212
Denise Chisolm
Chief Compliance OfficerCRD 2743307
Contacts
3 of 12Alyssa Arney
Senior Dispute AssociateCRD 6888291
ROBERT SONDHEIM
Senior Compliance OfficerCRD 1969619
Julie Albright
Senior Compliance OfficerCRD 6041776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$13.5B in ETFs
98%
$13.2B
2%
$242M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $5.7B | 9,608,371 | 42.65% |
Location
IRVINE, CA
ORANGE
Location
IRVINE, CA
Headquartered in IRVINE, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- ORANGE
- Address
- 5300 California Ave
- Time zone
- PT (UTC-8)
- Office locations
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