Acorn Financial Services

Finance · Virginia, United States · 11-50 Employees

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Overview

Headquarters

1875 Campus Commons Dr Ste 100, Reston, ...

Phone Number

(703) 293-3100

Revenue

$5.1 Million

Industry

Finance Securities Trading

About Acorn Financial Services

Acorn Financial Services specializes in financial planning and investment management, offering a unified approach that integrates tax strategy, estate planning, and investment management. Their services are designed for multi-generational families, business owners, and executives, ensuring a cohesive strategy that addresses complex financial needs. The firm aims to eliminate silos in financial management, providing tailored solutions that optimize wealth preservation and transfer. With a team of experts, Acorn Financial Services is committed to guiding clients through their financial journeys with clarity and confidence.Explore more
Acorn Financial Services's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Acorn Financial Services Org Chart

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JG
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Director, Operations

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JC
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Director, Business Development

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Client Service Manager

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Compare Similar Companies to Acorn Financial Services

Compare insights from companies similar to Acorn Financial Services, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Acorn Financial Services

$5.1M
11-50
Private
-
1996
JG
Justin GambacciniDirector, Operations
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1979
DR
Desira ReitanManager, Payroll
<$5M
1-10
Private
-
2003
BS
Bobby SopherDirector, Financial Planning Strategy & Lead Advisor
<$5M
1-10
Private
-
2013
EY
Emily YorkManager, Client Services
Illustration of an envelope

Acorn Financial Services Tech Stack

A closer look at the technologies used by Acorn Financial Services

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Frequently Asked Questions Regarding Acorn Financial Services

What is Acorn Financial Services's official website?
Acorn Financial Services's official website is www.acorn-financial.com
What is Acorn Financial Services's Revenue?
Acorn Financial Services's revenue is $5.1 Million
What is Acorn Financial Services's SIC code?
Acorn Financial Services's SIC: 62,628
What is Acorn Financial Services's NAICS code?
Acorn Financial Services's NAICS: 52,523
How many employees does Acorn Financial Services have?
Acorn Financial Services has 11-50 employees
What industry does Acorn Financial Services belong to?
Acorn Financial Services is in the industry of: Finance, Securities Trading
What is Acorn Financial Services competition?
Acorn Financial Services top competitors include: Waterford Advisors, Sopher Financial Group, Leivas Tax Wealth, Vertex Capital Advisors
What technology does Acorn Financial Services use?
Some of the popular technologies that Acorn Financial Services uses are: Tierpoint, WordPress.org, Cloudflare CDN, AddToAny
How do I contact Acorn Financial Services?
Acorn Financial Services contact info: Phone number: (703) 293-3100 Website: www.acorn-financial.com
What does Acorn Financial Services do?

Acorn Financial Services specializes in financial planning and investment management, offering a unified approach that integrates tax strategy, estate planning, and investment management. Their services are designed for multi-generational families, business owners, and executives, ensuring a cohesive strategy that addresses complex financial needs.... The firm aims to eliminate silos in financial management, providing tailored solutions that optimize wealth preservation and transfer. With a team of experts, Acorn Financial Services is committed to guiding clients through their financial journeys with clarity and confidence.Read More

What are Acorn Financial Services social media links?
Acorn Financial Services Linkedin page Acorn Financial Services Twitter page Acorn Financial Services Facebook page
Is Acorn Financial Services a public company?
Acorn Financial Services is private company therefore does not currently have an official ticker symbol
See more information about Acorn Financial Services

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