Acorns Advisers is an investment advisor in Irvine with $6.17 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
461062115
SEC advisor number
801-78602
FINRA CRD number
165926
AUM ?
$6.17 bn
(as of 12 Sep 22)
Accounts
4,612,804
(as of 12 Sep 22)
Employees
365
(188 investment advisory or research)
Address
Acorns Advisers
5300 CALIFORNIA AVE
IRVINE
CA 92617
5300 CALIFORNIA AVE
IRVINE
CA 92617
Office hours
Monday - Friday, 9:00 AM - 6:00 PM
Phone
9494384245
Ownership
| Owner | Title | From | %Ownership |
|---|---|---|---|
| Cruttenden, Walter, Wemple | Chairman | 09/2012 | < 5% |
| Acorns Grow Incorporated | Managing Member | 09/2012 | > 75% |
| Wunder, Seth | Chief Executive Officer | 07/2022 | < 5% |
| Chisolm, Denise, Andrea | Chief Compliance Officer | 07/2022 | < 5% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
15 Aug 22
13F-HR
Quarterly holdings report by institutional manager
16 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22
13F-HR
Quarterly holdings report by institutional manager
16 Nov 21
13F-HR
Quarterly holdings report by institutional manager
13 Aug 21
13F-HR
Quarterly holdings report by institutional manager
23 Apr 21
13F-HR
Quarterly holdings report by institutional manager
16 Feb 21
13F-HR
Quarterly holdings report by institutional manager
1 Dec 20
13F-HR
Quarterly holdings report by institutional manager
21 Aug 20