Acquiom Financial LLC

Broker-DealerFINRA MemberEst. 2015
Total AUM
Advisory reps
26
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 has been registered with the SEC since 2015. Public filings classify the firm as "unclassified" and identify the owner type as a combination of a domestic entity and an individual. The snapshot flags a number of operating characteristics: the firm is not marked as a capital allocator, not an active ESG investor, not a multi-state adviser, not newly formed, not a pension consultant, and not designated as a related adviser. The firm has not provided descriptive detail about its advisory activities or typical client base in the source data.

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 24
  • Rick Bries

    Rick Bries

    Senior Operations ManagerCRD 2711632

  • Corey Quinlan

    Senior DirectorCRD 8130808

  • Christa Fancher

    Christa Fancher

    Regional Managing DirectorCRD 6409878

Unlock 21 more contacts

Wealth teams

FINTRX

Newly hired reps

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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