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Acorns Advisers

Acorns Advisers is an investment advisor in Irvine with $4.74B 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 ?
$4.74B (as of 19 May 21)
Accounts
5,165,368 (as of 19 May 21)
Employees
304 (127 investment advisory or research)
Address
Acorns Advisers
5300 CALIFORNIA AVE
IRVINE
CA 92617
Office hours
Monday - Friday, 9:00 AM - 6:00 PM
Phone
9494384245
Owner Title From %Ownership
Cruttenden, Walter, Wemple Chairman 09/2012 < 5%
Acorns Grow Incorporated Managing Member 09/2012 > 75%
Field, Manning, Reynolds CEO / Managing Director 07/2017 < 5%
Makstenieks, Catherine, Ann Chief Compliance Officer 09/2020 < 5%

Investment data

Data from SEC filings
Regulatory AUM / Assets Under Management
Number of accounts
Number of employees
27 long holdings
End of quarter 30 Sep 21
Value
 
#Shares
 
Prev Q
 
Change
%, QoQ
$2.37B 6M 5.73M +4.7
$1.24B 17.51M 15.85M +10.5
$684.67M 5.96M 5.52M +7.9
$370.24M 1.41M 1.3M +8.3
$295.17M 5.78M 5.31M +8.9
$178.06M 1.63M 1.49M +9.4
$66.71M 677.53K 357.01K +89.8
$33.4M 658.5K 635.5K +3.6
$33.37M 660.67K 637.71K +3.6
$33.28M 363.84K 350.95K +3.7
$33.26M 301.08K 290.38K +3.7
$33.24M 332.1K 320.27K +3.7
$26.06M 332.5K 168.68K +97.1
$10.36M 107.96K 57.57K +87.5
$9.28M 223.94K 107.04K +109.2
$5.82M 219.42K 105.44K +108.1
$5.64M 52.13K 24.9K +109.4
$5.13M 131.49K 65.88K +99.6
$5.02M 182.37K 87.5K +108.4
$3.56M 41.36K 19.79K +108.9
$3.55M 136.76K 64.88K +110.8
$16K 143 116 +23.3
$9K 41 6 +583.3
$6K 44 15 +193.3
$5K 50 10 +400.0
Vanguard Tax Managed Intl FD
$3K 55 12 +358.3
Vanguard Intl Equity Index F
$3K 67 1 +6600.0
Holdings list only includes long positions. Only includes long positions.

Calendar

2 Dec 21
30 Sep 22

Financial reports

No filings

Current reports

No filings

Registration and prospectus

No filings

Proxies

No filings

Other

No filings