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Building 2ACORN WEALTH ADVISORS, LLC

Map pinGRAND BLANC, MI
Phone810-953-4444
NotebookSEC #801-79211
Total AUM
$561.4M
Employees
5
Clients
809

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
8305 S. SAGINAW STREET
SUITE 2
GRAND BLANC
MI 48439
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
810-953-4444
Other Offices
2

ReceiptFinancials

Total AUM
$561.4M
Accounts
2,132
Discretionary
$553.1M
Accounts
2,121
Non-Discretionary
$8.2M
Accounts
11

ContactClients

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Individual Clients
809
AUM
$561.4M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges CommissionCharges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLILLAMITNTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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