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Matthew Patrick Brennan

ACORN FINANCIAL ADVISORY SERVICES, INC.·RESTON, Virginia
Clean recordACORN FINANCIAL ADVISORY SERVICES, INC.
1875 CAMPUS COMMONS DRIVE, RESTON, VA 20191CRD# 4658620Firm CRD# 116763

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Matthew Patrick Brennan · RESTON, VA
Registration
CRD #4658620 · ACORN FINANCIAL ADVISORY SERVICES, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Matthew Patrick Brennan is a registered financial advisor based in RESTON, Virginia, affiliated with ACORN FINANCIAL ADVISORY SERVICES, INC.. 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
ACORN FINANCIAL ADVISORY SERVICES, INC.
ACORN FINANCIAL ADVISORY SERVICES, INC.
AUM
$1.1B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at ACORN FINANCIAL ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: A PERCENTAGE OF ASSETS MANAGED VIA A SUBADVISORY ARRANGEMENT
Regulatory
SEC/IARD CRD# 4658620
Firm CRD# 116763
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew Patrick Brennan offer?
Matthew Patrick Brennan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RESTON, Virginia for a consultation.
What are Matthew Patrick Brennan's credentials?
Matthew Patrick Brennan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Patrick Brennan located?
Matthew Patrick Brennan is based in RESTON, Virginia, working with ACORN FINANCIAL ADVISORY SERVICES, INC.. Their office serves clients in the RESTON metropolitan area and surrounding communities.
How does Matthew Patrick Brennan charge for services?
Matthew Patrick Brennan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets managed via a subadvisory arrangement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACORN FINANCIAL ADVISORY SERVICES, INC.?
ACORN FINANCIAL ADVISORY SERVICES, INC. has approximately 23 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACORN FINANCIAL ADVISORY SERVICES, INC.

James Michael Gambaccini
RESTON, VA

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Research
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