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 organized as a limited liability company and is recorded as an SEC-registered entity since 2014. FINTRX classifies the firm as Unclassified and lists its ownership as a mix of a domestic entity and individual ownership. Publicly reported attributes on FINTRX are sparse. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not listed as a multi-state adviser. It is also not identified as newly formed, a pension consultant, or a related adviser. FINTRX does not provide detail on the firm’s stated advisory activities, fee structure, or client segments.

Assets & Accounts

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
  • Denise Chisolm

    Chief Compliance OfficerCRD 2743307

  • Seth Wunder

    Seth Wunder

    Chief Investment OfficerCRD 2904212

Contacts

3 of 21
  • Matthew Caison

    Matthew Caison

    Senior Investment Operations AssociateCRD 5868509

  • Bjorn Hoffman

    Bjorn Hoffman

    Sr. ManagerCRD 6914852

  • Anthony Tunno

    Anthony Tunno

    Associate Product ManagerCRD 6676450

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