Acadia Financial Services, LLC
Acadia Financial Services, LLC (CRD# 309270) is a financial advisory firm headquartered in , . They manage $3,565,976 in 64 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Acadia Financial Services, LLC
By the Numbers
-
Total Assets Under Management4MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$55,718
Compensation Options
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD, VA
Financial Advisors at Acadia Financial Services, LLC
1
William Jensen (CRD# 6877968) is an Investment Advisor Representative working at Acadia Financial Services, LLC in Fairfax Station, VA and has over 6 years of experience in the finance industry.
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