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