0001613001-17-000007.txt : 20170605 0001613001-17-000007.hdr.sgml : 20170605 20170605141843 ACCESSION NUMBER: 0001613001-17-000007 CONFORMED SUBMISSION TYPE: MA-I/A PUBLIC DOCUMENT COUNT: 1 FILED AS OF DATE: 20170605 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: 17890801 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 N Kim Maureen Whelan 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 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 Kim Maureen Whelan-Kowalski 05-2006 Acacia Financial Group, Inc. Mt. Laurel NJ 08054 Y N Co-President 01-2000 04-2006 Public Financial Management, Inc. Moorestown NJ 08053 Y N Managing Director 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 N 06-05-2017 Kim M. Whelan Kim M. Whelan