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 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
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 9William 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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