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Acorn Financial Advisory Services, Inc.

● SEC registered since 2006CRD 116763SEC# 801-66477Reston, VA
Export (members)
Reg. AUM
$1.23B
Employees
35
Accounts
5,179
Location
Reston, VA

Acorn Financial Advisory Services, Inc. assets under management

Acorn Financial Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Reston, VA. The firm has been registered since 2006. It reports $1.2 billion in regulatory assets under management and employs 35 people.
www.acorn-financial.comView on SEC.gov ↗

Acorn Financial Advisory Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
James Michael Gambaccini ControlChief Executive Officer, Chief Compliance Officer, PresidentOver 75%2012

Frequently asked questions

How much does Acorn Financial Advisory Services, Inc. manage?

Acorn Financial Advisory Services, Inc. reports $1.2 billion in regulatory assets under management on its Form ADV.

How many employees does Acorn Financial Advisory Services, Inc. have?

Acorn Financial Advisory Services, Inc. reports 35 employees.

Where is Acorn Financial Advisory Services, Inc. located?

Acorn Financial Advisory Services, Inc. is based in Reston, VA and has been SEC-registered since 2006.

Does Acorn Financial Advisory Services, Inc. disclose fund performance?

Acorn Financial Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1900 Campus Commons Drive, Suite 600, Reston, VA 20191
Phone(703) 293-3100
Office hours9a.m.-5p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.13B
Non-discretionary$108M
Total (RAUM)$1.23B