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ACORN ASSET MANAGEMENT LLC
CRD 340572 · SEC 801-135439
300 WITHERSPOON STREET, SUITE 201, PRINCETON, NJ, 08542, United States
Phone
609-455-1223
Fax
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Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$6.6M
Discretionary AUM
$6.6M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $2.1M |
| High net worth individuals | 3 | $4.5M |
States served
NJ
All web addresses on file
Official SEC filing: View on IAPD