Be advised. This firm is no longer registered.

Acorn Financial Advisors, Inc.

Acorn Financial Advisors, Inc. (CRD# 142525) is a financial advisory firm headquartered in Paso Robles, CA. They manage $11,081,670 in 78 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
P.o. Box 155, Paso Robles, CA 93447
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $142,073
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Acorn Financial Advisors, Inc.
No Advisor Found.

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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