3ico Securities LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 173648
- Registered since
- March 28, 2016
- Website
- 3icosecurities.com
Firm profile
FINTRXOverview
3ico Securities LLC is a limited liability company that appears in regulatory filings as an SEC-registered entity since 2016. FINTRX classifies the firm as a placement agent rather than a capital allocator or registered investment manager, which typically indicates its primary role is raising or marketing private fund interests to investors rather than running client portfolios. Ownership is listed as a combination of a domestic entity and an individual. The profile shows no entries for advisory activities, client base, or fee structure. FINTRX also records the firm as not being an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Aaron Kless
Chief Executive Officer & Chief Investment OfficerCRD 4852975

Donna Rittershausen
Chief Compliance OfficerCRD 1480201

Justin Dausch
Chief Compliance OfficerCRD 6919209
Contacts
3 of 10William Kahoe
Registered RepresentativeCRD 7220697

Joseph Martell
Vice PresidentCRD 4110909

Jessica Kriewald
FinOpCRD 7052634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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