3g Financial

Broker-DealerFINRA MemberEst. 2023
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
317740
Registered since
April 12, 2023

Firm profile

FINTRX

Overview

3g Financial is organized as a limited liability company and appears in FINTRX as an SEC-registered adviser with a registration year of 2023. Ownership is recorded as both a domestic entity and an individual, and the firm is classified as "unclassified" in the available dataset. The profile contains minimal operational detail: client base, fee arrangements, primary business activities and advisory services are not disclosed in the source data. FINTRX flags 3g Financial as not being a capital allocator and not an active ESG investor. The record also indicates the firm is not designated a multi-state adviser and is not listed as a newly formed adviser, despite the 2023 SEC registration year. Beyond those registry-level attributes, there is little public-facing information about how the firm positions itself or the services it offers.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 7
  • Stefano Abruzzo

    Stefano Abruzzo

    Associate Business Development ExecutiveCRD 6809843

  • Susan Hayes

    Susan Hayes

    FinOpCRD 2856326

  • Kamyar Amiri-Davani

    Kamyar Amiri-Davani

    Managing Director, Investor RelationsCRD 6884802

Unlock 4 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
155 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth