ACACIA INVESTMENT ADVISORY GROUP, INC.
CRD #152169 SEC #801-72024 MARLTON, NJ 856-234-2266
SEC Registered
Total AUM
$17.5M
Discretionary
$17.5M
Employees
6
Clients
--
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- New Jersey
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2012
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LEOMPORRA, ALEXANDER, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEOMPORRA, ALEXANDER, A. (MI ONLY) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LEOMPORRA, ALEXANDER, A. (MI ONLY) | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHELAN, PATRICIA, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHELAN, PATRICIA, A | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WHELAN, KIM, MAUREEN | I | CO-PRESIDENT | C | Control |
| WHELAN, KIM, MAUREEN | I | CO-PRESIDENT | C | Control |
| WHELAN, KIM, MAUREEN | I | CO-PRESIDENT | C | Control |
| WHELAN, KIM, MAUREEN | I | CO-PRESIDENT | C | Control |
| WHELAN, KIM, MAUREEN | I | CO-PRESIDENT | C | Control |
| WHITE, NOREEN, PATRICIA | I | CO-PRESIDENT | C | Control |
| WHITE, NOREEN, PATRICIA | I | CO-PRESIDENT | C | Control |
| WHITE, NOREEN, PATRICIA | I | CO-PRESIDENT | C | Control |
| WHITE, NOREEN, PATRICIA | I | CO-PRESIDENT | C | Control |
| WHITE, NOREEN, PATRICIA | I | CO-PRESIDENT | C | Control |
| NISSEN, PETER, DAVID | I | MANAGING DIRECTOR | B | Control |
| NISSEN, PETER, DAVID | I | MANAGING DIRECTOR | B | Control |
| NISSEN, PETER, DAVID | I | MANAGING DIRECTOR | B | Control |
| NISSEN, PETER, DAVID | I | MANAGING DIRECTOR | B | Control |
| NISSEN, PETER, DAVID | I | MANAGING DIRECTOR | B | Control |
| ACADEMY ASSET MANAGEMENT LLC | DE | SHAREHOLDER | A | |
| ACADEMY ASSET MANAGEMENT LLC | DE | SHAREHOLDER | A | |
| ACADEMY ASSET MANAGEMENT LLC | DE | SHAREHOLDER | A | |
| ACADEMY ASSET MANAGEMENT LLC | DE | SHAREHOLDER | A | |
| ACADEMY ASSET MANAGEMENT LLC | DE | SHAREHOLDER | A | |
| NYIKITA, JOSHUA, CHRISTOPHER | I | MANAGING DIRECTOR | A | |
| NYIKITA, JOSHUA, CHRISTOPHER | I | MANAGING DIRECTOR | A | |
| NYIKITA, JOSHUA, CHRISTOPHER | I | MANAGING DIRECTOR | A | |
| NYIKITA, JOSHUA, CHRISTOPHER | I | MANAGING DIRECTOR | A | |
| NYIKITA, JOSHUA, CHRISTOPHER | I | MANAGING DIRECTOR | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JACOVINI, DAVID, JAMES | I | ACADEMY ASSET MANAGEMENT LLC | C | Control |
| JACOVINI, DAVID, JAMES | I | ACADEMY ASSET MANAGEMENT LLC | C | Control |
| JACOVINI, DAVID, JAMES | I | ACADEMY ASSET MANAGEMENT LLC | C | Control |
| JACOVINI, DAVID, JAMES | I | ACADEMY ASSET MANAGEMENT LLC | C | Control |
| JACOVINI, DAVID, JAMES | I | ACADEMY ASSET MANAGEMENT LLC | C | Control |
Registrations
Federal
IA
Apr 30, 2012 REGISTERED
Notice Filings (5)
AK IL LA NJ OH
Address
FOUR GREENTREE CENTRE, SUITE 20613000 LINCOLN DRIVE WEST
MARLTON, NJ 08053
United States
Phone: 856-234-2266