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. 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
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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