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
https://www.facebook.com/acadiafs
By the Numbers
  • Total Assets Under Management
    4
    MILLION
  • Total Number of Accounts
    64
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MD, VA

Financial Advisors at Acadia Financial Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
William Jensen, financial advisor Fairfax Station VA
William P. Jensen
CRD#: 6877968
Fairfax Station, VA

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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