Acorn Wealth Advisors LLC


Assets, Funds, Holdings

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Acorn Wealth Advisors LLC
CRD #170462
SEC #801-79211
AUM $317.4 MM (97% Disc, 100% US, 2020-03-17)
Employees7 (100% Investors, 0% Brokers)
Address8305 S Saginaw Street
Grand Blanc, MI 48439
Source [IAPD] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
Sector Issuer Cap ($MM) Value ($MM)
USMV 8.5
SCHD 7.3
FLOT 6.9
SCHM 6.6
EFAV 4.4
JPST 4.1
DNKN 5,360.0 3.3
FVD 2.1
JPM 291,970.0 1.8
SMDV 1.7
View All
Holdings by Sector ($)
Comparable Firms State AUM ($BB)
De Groote Financial Group LLC
CA 0.3
Beacon Harbor Wealth Advisors Inc
VA 0.3
RA Bench Inc
WA 0.3
Solon Capital Management LLC
NY 0.3
Founders Financial Alliance LLC
NC 0.3
Kelly Financial Services LLC
MA 0.3
Janus Capital Singapore PTE Limited
New Amsterdam Partners LLC
NY 0.3
Sterling Investment Management Inc
AZ 0.3
KS 0.3
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