AEG Capital, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
168097
Registered since
May 2, 2014

Firm profile

FINTRX

Overview

AEG Capital, LLC is registered as a limited liability company and appears on the SEC adviser roster with an initial registration date in 2014. Ownership is listed as a mix of a domestic entity and an individual. FINTRX classifies the firm as unclassified and notes that it does not act as a capital allocator. The firm is not identified as an active ESG investor, does not present itself as a multi-state adviser, and is not listed as a pension consultant or as a related adviser to another registered entity. The dataset does not include details on client segments, fee schedules, specific advisory activities, or stated investment preferences. Those omissions limit what can be said about the firm’s target clients or how it constructs portfolios.

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

2 of 2
  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

2 of 2
  • Sanford Rosenberg

    Sanford Rosenberg

    Managing DirectorCRD 2936904

  • Craig Dean

    Craig Dean

    Managing PartnerCRD 6219093

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
200 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth