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 an LLC that registered with the SEC in 2016. Public filings and the supplied profile show minimal disclosure about the firm's advisory operations: it is classified as unclassified, lists its owner type as a domestic entity/individual, and is not identified as a capital allocator. The firm is not flagged as an active ESG investor, is not registered as a multi-state adviser, and does not report affiliations as a related adviser or pension consultant. Available information does not describe a distinct investment philosophy, product lineup, fee structure, or client segmentation. The firm's footprint in regulatory or commercial filings appears limited, suggesting it is either not managing client assets at scale or is not publicly reporting typical RIA activity.

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

Owners & executives

3 of 3
  • Aaron Kless

    Aaron Kless

    Chief Executive Officer & Chief Investment OfficerCRD 4852975

  • Donna Rittershausen

    Donna Rittershausen

    Chief Compliance OfficerCRD 1480201

  • Justin Dausch

    Justin Dausch

    Chief Compliance OfficerCRD 6919209

Contacts

3 of 9
  • William Kahoe

    Registered RepresentativeCRD 7220697

  • Joseph Martell

    Joseph Martell

    Vice PresidentCRD 4110909

  • Jessica Kriewald

    Jessica Kriewald

    FinOpCRD 7052634

Unlock 6 more contacts

Wealth teams

FINTRX

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