Corporate Investments Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
38690
Registered since
January 16, 1996

Firm profile

FINTRX

Overview

Corporate Investments Group, Inc. is organized as a corporation and appears in FINTRX as an SEC-registered adviser since 1996. The firm is listed as individually owned and is classified in the dataset as "Unclassified." The record indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Additional flags note it is not a multi-state adviser, not newly formed, not a pension consultant, and not recorded as a related adviser to another entity. No fee structure, advisory activities, or client type detail are provided in the source 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

2 of 2
  • Andy Lam

    Andy Lam

    President and CIOCRD 2251678

  • Jade Lam

    Jade Lam

    Chief Financial OfficerCRD 2747086

Contacts

3 of 5
  • Daniel White

    Registered RepresentativeCRD 1393383

  • Leon Mckenzie

    Leon Mckenzie

    Senior Business Development ManagerCRD 2241294

  • Jian Lin

    CRD 4500580

Unlock 2 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
238 W Cermak Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth