Dakota
Dakota
Book a Demo
Talk to an Expert

Acorn Asset Management LLC

EST. AUM
$6,600,000

CONTACTS

CLIENT ACCOUNTS
16

Firm Details

Metro area Princeton
CRD Number 340572
Website acornassetmanagement.com
Client types

Overview

Acorn Asset Management LLC is a Princeton, New Jersey-based independent registered investment advisory firm formed and registered with the SEC in 2026. The firm is owned and led by Annie Hung, who serves as CEO and Chief Compliance Officer. Acorn provides asset management, financial planning and consulting, and retirement plan consulting services to individuals and business entities, with investment solutions spanning stocks, bonds, mutual funds, ETFs, and REITs. The firm operates as a fiduciary and tailors its services to each client's individual financial situation, risk tolerance, and investment objectives.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy