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Amy Stacy Born

ACACIA WEALTH ADVISORS, LLC·BEVERLY HILLS, California
Unclaimed Profile
245 SOUTH BEVERLY DRIVE, BEVERLY HILLS, CA 90212-3807CRD# 2640905Firm CRD# 135044
01

About

Amy Stacy Born is a registered financial advisor based in BEVERLY HILLS, California, affiliated with ACACIA WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ACACIA WEALTH ADVISORS, LLC
ACACIA WEALTH ADVISORS, LLC
AUM
$509M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ACACIA WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2640905
Firm CRD# 135044
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Amy Stacy Born offer?
Amy Stacy Born specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BEVERLY HILLS, California for a consultation.
What are Amy Stacy Born's credentials?
Amy Stacy Born is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Stacy Born located?
Amy Stacy Born is based in BEVERLY HILLS, California, working with ACACIA WEALTH ADVISORS, LLC. Their office serves clients in the BEVERLY HILLS metropolitan area and surrounding communities.
How does Amy Stacy Born charge for services?
Amy Stacy Born's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACACIA WEALTH ADVISORS, LLC?
ACACIA WEALTH ADVISORS, LLC has approximately 4 employees and manages $509M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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