3ico Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
12
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
173648
Registered since
March 28, 2016

Firm profile

FINTRX

Overview

3ico Securities LLC is a limited liability company that registered with the SEC in 2016. FINTRX classifies the firm as unclassified and identifies its ownership as a combination of a domestic entity and an individual. The available records indicate the firm does not act as a capital allocator and is not flagged as an active ESG investor. It is not listed as a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • Donna Rittershausen

    Donna Rittershausen

    Chief Compliance OfficerCRD 1480201

  • Justin Dausch

    Justin Dausch

    Chief Compliance OfficerCRD 6919209

Contacts

3 of 10
  • William Kahoe

    Registered RepresentativeCRD 7220697

  • Aaron Kless

    Aaron Kless

    Registered RepresentativeCRD 4852975

  • Joseph Martell

    Joseph Martell

    Vice PresidentCRD 4110909

Unlock 7 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Conshohocken, PA

Montgomery

Location

Conshohocken, PA

Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Montgomery
Address
101 W Elm St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth