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 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
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 2Seth Wunder
Chief Investment OfficerCRD 2904212
Denise Chisolm
Chief Compliance OfficerCRD 2743307
Contacts
3 of 21David Jolly
Senior Operations AssociateCRD 6715682
Anthony Tunno
Associate Product ManagerCRD 6676450
Alexandra Curran
Investment Operations AssociateCRD 6920847
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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