Acquiom Financial LLC
Firm details
- Headquarters
- Denver, Colorado
- CRD number
- 170074
- Registered since
- March 25, 2015
- Website
- www.srsacquiom.com
Firm profile
FINTRXOverview
Acquiom Financial LLC is organized as a limited liability company and appears in SEC records as an adviser since 2015. Ownership is listed as a mix of a domestic entity and an individual. The firm is classified in the dataset as unclassified and is not identified as a capital allocator. The provided disclosures do not include descriptions of the firm's advisory services, client segments, fee schedule, or typical business activities. The dataset flags the firm as not an active ESG investor and notes it is not a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser to another registered manager.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
William Koenig
Chief Executive OfficerCRD 6285415

William Shepherd
Chief Financial OfficerCRD 2636409
Contacts
3 of 25
Dylan Spicker
DirectorCRD 6366894

Rick Bries
Senior Operations ManagerCRD 2711632

Andrew Fowler
Director - Business DevelopmentCRD 5413805
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Denver, CO
Denver
Location
Denver, CO
Headquartered in Denver, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- Denver
- Address
- 950 17th St
- Time zone
- MT (UTC-7)
- Office locations
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