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 a limited liability company that registered as an SEC adviser in 2015. Filings classify the firm as unclassified and list ownership as a mix of a domestic entity and an individual. The dataset indicates the firm is not a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser, pension consultant, or related adviser. The firm has not disclosed core details such as client types, fee schedules, advisory activities, or specific business functions in the available source material.
Assets & Accounts
Location & Offices
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 2WILLIAM KOENIG
Chief Executive OfficerCRD 6285415
William Shepherd
Chief Financial OfficerCRD 2636409
Contacts
3 of 24RICK BRIES
Senior Operations ManagerCRD 2711632
Corey Quinlan
Senior DirectorCRD 8130808
SAMUEL RIFFE
Managing DirectorCRD 4385410
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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