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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-10-2020
- Office Locations
- 1
Office Locations
About Acadia Financial Services, LLC
Acadia Financial Services, LLC provides personalized financial planning and investment implementation for individuals and families, with specialized tax, benefits, and retirement guidance for military and veterans. The firm helps clients organize finances, manage risk/insurance, and plan estate and charitable giving. Portfolios emphasize asset allocation using ETFs and fixed income, custodying assets at Charles Schwab; member of XY Planning Network.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
WILLIAM P JENSEN
Advisor, Chief Compliance Officer, President
- CRD
- #6877968
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,463,984 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,463,984 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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