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 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
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 24
Rick Bries
Senior Operations ManagerCRD 2711632
Corey Quinlan
Senior DirectorCRD 8130808

Christa Fancher
Regional Managing DirectorCRD 6409878
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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