ACORNS SECURITIES, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
23
Avg account
$0

Firm details

Headquarters
IRVINE, California
CRD number
168172
Registered since
March 5, 2014

Firm profile

FINTRX

Overview

Acorns Securities, LLC is recorded as a limited liability company that registered with the SEC in 2014. FINTRX classifies the firm as unclassified and notes ownership as a combination of a domestic entity and an individual. The profile contains minimal detail about advisory or business activities; the database also indicates Acorns Securities is not an active ESG investor and is not marked as a capital allocator. FINTRX provides sparse operational disclosure for this entity. Key fields typically used to describe client mix, fee schedule, and advisory services are blank in the record, which limits what can be concluded about the firm’s target clients or service model from this source alone.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Seth Wunder

    Chief Investment OfficerCRD 2904212

  • Denise Chisolm

    Chief Compliance OfficerCRD 2743307

Contacts

3 of 21
  • David Jolly

    Senior Operations AssociateCRD 6715682

  • Anthony Tunno

    Associate Product ManagerCRD 6676450

  • Alexandra Curran

    Investment Operations AssociateCRD 6920847

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth