Acorns Securities, LLC

Broker-DealerFINRA Member
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 with ownership listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and provides only high-level attributes rather than a description of core services or strategy. The firm is not identified as a capital allocator, does not report active ESG investing activity, and is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. No additional information about advisory activities, fee structures, or client types is provided in the source data.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth