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 organized as a limited liability company and is SEC-registered as an investment adviser since 2020. Publicly reported profile fields for the firm are largely sparse: owner type is listed as a domestic entity and individual, and the firm is recorded as "Unclassified" in FINTRX. Several common advisory attributes are explicitly negative — the firm is not identified as a capital allocator, is not an active ESG investor, does not operate as a multistate adviser, and is not described as a pension consultant or related adviser. FINTRX does not provide details on the firm's fee structure, advisory activities, business lines, or client segments.

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

Contacts

2 of 2
  • BRIAN EGWELE

    Managing DirectorCRD 5020888

  • CAROL KINZER

    FinOpCRD 4519471

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
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