Aardvark Securities LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
—
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
166932
Registered since
October 9, 2013

Firm profile

FINTRX

Overview

Aardvark Securities LLC is organized as a limited liability company and is registered with the SEC since 2013. The firm is classified as a placement agent rather than an investment manager or allocator. Ownership is recorded as a mix of a domestic entity and an individual. The firm is not positioned as a capital allocator, is not identified as an active ESG investor, and does not operate as a multi-state adviser or pension consultant.

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

1 of 1
  • Douglas Adams

    CEOCRD 4675945

Contacts

3 of 10
  • Philip Vandermause

    Philip Vandermause

    Managing DirectorCRD 3023396

  • John Sanfilippo

    John Sanfilippo

    Senior Director of OperationsCRD 4998732

  • Chad Olson

    Chad Olson

    Director of Business DevelopmentCRD 6234911

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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
550 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth