Acquiom Financial LLC

Overview

Acquiom Financial LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with an initial registration year of 2015. The firm is classified there as "Unclassified." Ownership is reported as a mix of a domestic entity and an individual. FINTRX flags several attributes as negative or not applicable: the firm is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not a pension consultant, and is not identified as a related adviser or a newly formed adviser. FINTRX does not provide descriptions of Acquiom Financial LLC’s fee structure, client segments, advisory services, or broader business activities. That limited disclosure constrains what can be said about the firm’s client focus or service model from the dataset provided.

Assets & Accounts

Location & Offices