Acquiom Financial LLC

Broker-DealerFINRA MemberEst. 2015
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 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

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

Unlock 22 more contacts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth