Eastspring US

RIASEC Registered
Total AUM
—
Avg account
$0
Accounts
0
Employees
6
Advisory reps
3

Firm details

Headquarters
Chicago, Illinois
CRD number
169439
Registered since
January 16, 2014
Fee structure
Other
Services
Pension Consulting

Firm profile

FINTRX

Overview

Eastspring US is an SEC-registered institutional registered investment adviser that describes its primary advisory work as pension consulting services. The firm has been registered since 2014 and is owned by a mix of a foreign entity and an individual. It classifies itself as an institutional RIA rather than a capital allocator, uses a non-standard fee designation ("Other"), and does not identify as an active ESG investor or a multi-state adviser. Industry affiliations listed include roles such as other investment adviser, commodity pool operator/commodity trading advisor (CPO/CTA), trust company, insurance company, pension consultant, and real estate broker, which suggests a networked practice supporting institutional and fiduciary relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

2 of 2
  • David Muckley

    David Muckley

    Chief Compliance OfficerCRD 6421093

  • Salman Haider

    Chief Distribution OfficerCRD 7891799

Contacts

1 of 1
  • Craig Mauri

    Craig Mauri

    Registered RepresentativeCRD 2485761

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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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
24 E Washington St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth