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 having registered with the SEC in 2014. The firm is owned by a domestic entity and an individual and is classified in the dataset as “unclassified.” The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. It also does not present itself as a multi-state adviser, a pension consultant, a newly formed adviser, or a related adviser in the provided record. The dataset does not disclose the firm’s fee model, specific advisory services, or detailed business activities.

Assets & Accounts

Investments & Alternatives

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

Similar firms