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| Acorn Wealth Advisors LLC
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|
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|---|---|
| CRD # | 170462 |
| SEC # | 801-79211 |
| CIK # | 0001730610 |
| AUM | $325.7 MM (2023-03-15) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 810-953-4444 |
| Address | 8305 S Saginaw Street Grand Blanc, MI 48439 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| CIK | Period |
|---|---|
| 0001730610 | |
| / | |
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| Microsoft Corp | 1,918,222.4 | 4.4 | |
| Apple Inc | 2,382,844.0 | 3.0 | |
| J P Morgan Chase & Co | 340,169.2 | 1.6 | |
| Blackstone Group LP | 69,051.8 | 1.4 | |
| Lowes Companies Inc | 111,668.6 | 1.3 | |
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 730 | 142.6 |
| (b) Individuals (high net worth individuals) | 170 | 190.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,541 | 333.3 |
| By Discretionary | ||
| Discretionary | 1,513 | 322.4 |
| Non-Discretionary | 28 | 11.0 |
| Total | 1,541 | 333.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 333.3 | |
| Total | 1,541 | 333.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001730610] |
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|---|---|---|
|
Martin Capital Partners LLC
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|
OR | 0.3 |
|
ARK & TLK Investments LLC
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OK | 0.3 |
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Mendota Financial Group LLC
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Signature Wealth Management Group LLC
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Cross Staff Investments Inc
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Astor Investment Management LLC
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IL | 0.3 |
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Tounjian Advisory Group LLC
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Beard Investment Services Inc
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OH | 0.3 |