0001613001-19-000009.txt : 20190329
0001613001-19-000009.hdr.sgml : 20190329
20190329104733
ACCESSION NUMBER: 0001613001-19-000009
CONFORMED SUBMISSION TYPE: MA-I/A
PUBLIC DOCUMENT COUNT: 1
YAMIN-AFSHAR,SIAMAC,REZA,
FILED AS OF DATE: 20190328
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Acacia Financial Group, Inc.
CENTRAL INDEX KEY: 0001613001
IRS NUMBER: 204775407
STATE OF INCORPORATION: NJ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: MA-I/A
SEC ACT: 1934 Act
SEC FILE NUMBER: 868-02076
FILM NUMBER: 19714564
BUSINESS ADDRESS:
STREET 1: 601 ROUTE 73 NORTH
STREET 2: SUITE 206
CITY: MARLTON
STATE: NJ
ZIP: 08053
BUSINESS PHONE: 8562342266
MAIL ADDRESS:
STREET 1: 601 ROUTE 73 NORTH
STREET 2: SUITE 206
CITY: MARLTON
STATE: NJ
ZIP: 08053
MA-I/A
1
primary_doc.xml
MA-I/A
0001613001
XXXXXXXX
Hollie Gauntt
856-234-2266
hgauntt@acaciafin.com
N
Y
Siamac
Reza
Yamin-Afshar
Y
2
0001613001
Acacia Financial Group, Inc.
05-06-2006
N
07-25-2014
0001613001
LOCATED
SUPERVISED
05-06-2006
6000 Midlantic Drive
Suite 410 North
Mt. Laurel
NJ
08054
SUPERVISED
05-06-2006
26 Park Street, Suite 2010
Montclair
NJ
07042
0001612997
Acacia Investment Advisory Group, Inc.
06-23-2010
N
07-25-2014
0001612997
LOCATED
SUPERVISED
06-23-2010
6000 Midlantic Drive
Suite 410 North
Mt. Laurel
NJ
08054
Siamac
Y
Afshar
05-2006
Acacia Financial Group, Inc.
Mt. Laurel
NJ
08054
Y
N
Vice President
08-2002
04-2006
Public Financial Management, Inc.
Moorestown
NJ
08057
Y
N
Consultant
Y
04-2014
Chestnut Lofts Condominium Association
122-24 Chestnut Street
Philadelphia
PA
19106
N
N
Condo Association (Unit Owner)
Treasurer
5
Interaction/Supervision of external Property Management Company
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
N
03-28-2019
Kim M. Whelan
Kim M. Whelan