Acorns Securities, LLC
Firm details
- Headquarters
- Irvine, California
- CRD number
- 168172
- Registered since
- March 5, 2014
- Website
- www.acorns.com
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2Denise Chisolm
Chief Compliance OfficerCRD 2743307
Seth Wunder
Chief Investment OfficerCRD 2904212
Contacts
3 of 21
Matthew Caison
Senior Investment Operations AssociateCRD 5868509

Bjorn Hoffman
Sr. ManagerCRD 6914852

Anthony Tunno
Associate Product ManagerCRD 6676450
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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