Aardvark Securities LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
10
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

Aardvark Securities LLC is a limited liability company that has been SEC-registered since 2013 and identifies itself as a placement agent. Its ownership is recorded as a combination of a domestic entity and an individual. The firm does not position itself as a capital allocator or an investment adviser and is not registered as a multi-state adviser or pension consultant. Regulatory and operational attributes on file note that Aardvark Securities is not an active ESG investor and is not listed as a related adviser to another registered manager. Public-facing material about advisory services, fee schedules, or detailed business lines was not provided in the dataset.

Assets & Accounts

Investments & Alternatives

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 9
  • Christopher Boden

    General CounselCRD 5952537

  • Chad Olson

    Chad Olson

    Director of Business DevelopmentCRD 6234911

  • Philip Vandermause

    Managing DirectorCRD 3023396

Unlock 6 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

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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