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ACORN FINANCIAL ADVISORY SERVICES, INC.
RESTON, VA
(703) 293-3100
SEC #801-66477Total AUM
$1.4B
Employees
11Clients
2,619Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1900 CAMPUS COMMONS DRIVE
SUITE 600
RESTON
VA 20191
United States
SUITE 600
RESTON
VA 20191
United States
Operating Hours
9AM-5PM
Monday - Friday
Monday - Friday
Phone
(703) 293-3100
Other Offices
6
Financials
Total AUM
$1.4B
Accounts
4,566Discretionary
$1.2B
Accounts
4,506Non-Discretionary
$221.1M
Accounts
60
Clients
Individual Clients
2,033AUM
$315.8M
HNW Individual Clients
551AUM
$871.2M
Pension/Profit Sharing Plan Clients
35AUM
$211.6M
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
SUBADVISORY PORTFOLIO MANAGEMENT SERVICES OTHER REGISTERED INVESTMENT ADVISERS
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF ASSETS MANAGED VIA A SUBADVISORY ARRANGEMENT
Compliance
Disclosures
None reported
State Registrations
AZCACOCTDCDEFLGAINLAMAMDMEMIMTNCNENHNJNYOHORPASCTNTXVAWAWV
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.