Bolt-X LLC

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
8
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
140802
Registered since
June 22, 2006

Firm profile

FINTRX

Overview

Bolt-X LLC is organized as a limited liability company and is registered with the SEC as an investment adviser since 2006. Filings identify the owner type as a combination of a domestic entity and an individual and classify the firm as “Unclassified.” The record flags the firm as not functioning as a capital allocator and not active on ESG initiatives. It is also indicated as not being a multi-state adviser, not a pension consultant, and not a related adviser. Public-facing details about the firm’s investment focus, client segments, fee schedules and day-to-day advisory activities are not disclosed in the FINTRX snapshot, so the firm’s strategy, target clients, and product mix cannot be characterized from the available data.

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
  • John Superson

    Founder & CEOCRD 2773349

Contacts

3 of 7
  • Christina Thompson

    Christina Thompson

    Associate DirectorCRD 5720033

  • Michael Moore

    TraderCRD 2357444

  • Lawrence Spieldenner

    Lawrence Spieldenner

    FounderCRD 5505240

Unlock 4 more contacts

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
440 S La Salle St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth