CBOE TRADING, INC.

Broker-DealerFINRA MemberEst. 2006
Total AUM
Advisory reps
55
Avg account
$0

Firm details

Headquarters
OVERLAND PARK, Kansas
CRD number
136734
Registered since
January 3, 2006

Firm profile

FINTRX

Overview

Cboe Trading, Inc. is organized as a corporation and is recorded as an SEC-registered adviser since 2006. Publicly reported attributes in FINTRX are sparse: the firm is classified as "Unclassified," lists its owner type as a domestic entity and an individual, and is not identified as a capital allocator. The record also indicates the firm is not an active ESG investor, not a multi-state adviser, not newly formed, and is not described as a pension consultant or related adviser. The firm has not disclosed its advisory activities, business lines, client base, or fee structure in the FINTRX snapshot. Available disclosures are minimal, leaving little public detail about how the organization positions itself in the wealth management or advisory market.

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
  • SCOTT JOHNSTON

    Chief Operating OfficerCRD 6921183

  • WILLIAM UPP

    Chief Compliance OfficerCRD 2976682

Contacts

3 of 53
  • THOMAS KOZLOWSKI

    Software EngineerCRD 6484930

  • ADAM SALEH

    Trade Desk SpecialistCRD 6863933

  • RICHARD EASTRIDGE

    Principal EngineerCRD 6148643

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

OVERLAND PARK, KS

JOHNSON

Location

OVERLAND PARK, KS

Headquartered in OVERLAND PARK, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.

Metro area
Kansas City-Overland Park-Kansas City, MO-KS
Region
Midwest
County
JOHNSON
Address
6800 W 115th St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth