Egwele Securities LLC

Broker-DealerFINRA MemberEst. 2020
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
309093
Registered since
September 2, 2020
Website
egwele.com

Firm profile

FINTRX

Overview

Egwele Securities LLC is a limited liability company that registered with the SEC in 2020. Ownership is structured to include a domestic entity and an individual; the firm is listed as an unclassified adviser. Public disclosures identify it as neither a capital allocator nor an active ESG investor. The firm is not registered as a multi-state adviser, is not marked as a newly formed adviser, does not advertise pension consulting services, and is not identified as a related adviser to another firm. Disclosures about core advisory activities, target client segments, fee schedule, and specific business lines were not provided in the source material, so there is limited visibility into how the firm positions its services or what client types it serves.

Assets & Accounts

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

2 of 2
  • Carol Kinzer

    FinOpCRD 4519471

  • Brian Egwele

    Brian Egwele

    Managing DirectorCRD 5020888

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

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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
155 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth