Acquiom Financial LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
27
Avg account
$0

Firm details

Headquarters
Denver, Colorado
CRD number
170074
Registered since
March 25, 2015

Firm profile

FINTRX

Overview

Acquiom Financial LLC is organized as a limited liability company. FINTRX lists its ownership as a combination of a domestic entity and an individual and assigns the firm an "Unclassified" designation, with no further descriptive business or advisory categories provided. Data in the profile flags several negative attributes rather than active lines of business: the firm is not recorded as a capital allocator, is not an active ESG investor, is not identified as a multi-state adviser, is not marked as newly formed, is not listed as a pension consultant, and is not shown as a related adviser. The FINTRX entry contains minimal operational detail. There are no disclosed fee arrangements, client types, investment strategies, or affiliated activities, and the firm did not supply an activities/affiliations narrative. The record also shows no client or assets-under-management figures. The profile notes two office locations but does not provide addresses or identify a headquarters. Given the sparse public information in this dataset, anyone needing a fuller picture of Acquiom Financial LLC’s services, team, or investment approach should consult the firm directly or review its own disclosures.

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • William Koenig

    William Koenig

    Chief Executive OfficerCRD 6285415

  • William Shepherd

    William Shepherd

    Chief Financial OfficerCRD 2636409

Contacts

3 of 25
  • Dylan Spicker

    Dylan Spicker

    DirectorCRD 6366894

  • Rick Bries

    Rick Bries

    Senior Operations ManagerCRD 2711632

  • Andrew Fowler

    Andrew Fowler

    Director - Business DevelopmentCRD 5413805

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth