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 completed SEC registration in 2023. Public records list the owner type as a domestic entity and individual; the firm's commercial classification is recorded as unclassified. Available filings do not identify the firm as a capital allocator, an active ESG investor, a pension consultant, or a related adviser. Several customary profile fields—client base, fee structure, business activities and advisory activities—are not disclosed in the data provided. The combination of SEC registration and limited public detail suggests the firm is either early in its reporting lifecycle or maintains a narrow operational footprint.

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

  • Christina Tabacco

    Christina Tabacco

    Business DevelopmentCRD 7880778

  • Xiaofan Doolittle

    Xiaofan Doolittle

    Registered RepresentativeCRD 6914791

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