Acorn Wealth Advisors LLC
Legal Name: ACORN WEALTH ADVISORS, LLC
8305 S. SAGINAW STREET, SUITE 2, GRAND BLANC, MI
810-953-4444
http://www.acornwealthadvisors.com
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Full Contact Details
Acorn Wealth Advisors LLC
8305 S. SAGINAW STREET, SUITE 2, GRAND BLANC, MI
810-953-4444
810-953-4400
Other Info
Acorn Wealth Advisors LLC is a Michigan-based Limited Liability Company with 6 employees, 5 of whom are advisory roles, and serves 16 clients. The firm's SEC status is approved and was registered on February 27, 2014.
Financial Advisor, Grand Blanc, MI | Acorn Wealth Advisors
Acorn Wealth Advisors is a Independent, Fee-Based, Registered Investment Advisor located in Grand Blanc, MI.
Direct Owners
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BLISS & ASSOCIATES, LLC
SOLE MEMBER owns 75% or more
-
GERY JOSEPH SADZEWICZ
CCO owns less than 5%
-
STEVEN CHARLES BLISS
CEO & MANAGING PARTNER owns less than 5%
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TODD PAUL TARANTINO
MANAGING PARTNER owns less than 5%
Indirect Owners
-
STEVEN CHARLES BLISS
MEMBER owns more than 50% but less than 75%
-
TODD PAUL TARANTINO
MANAGING PARTNER owns more than 25% but less than 50%
Firms Located Nearby
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 14, 2019
- ISHARES TR $12,832k
- SCHWAB STRATEGIC TR US DIVIDEND EQ $7,466k
- JP MORGAN EXCHANGE TRADED FD $6,110k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $5,980k
- ISHARES TR MIN VOL EAFE ETF $4,471k
- SCHWAB STRATEGIC TR US MID-CAP ETF $4,387k
- DUNKIN BRANDS GR $3,881k
- Invesco S&P ETF $3,173k
- PROSHARES $2,108k
- Berkshire Hathaway, Inc. $1,878k