Elmcore Securities LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
158922
Registered since
February 13, 2013

Firm profile

FINTRX

Overview

Elmcore Securities LLC is registered as a limited liability company and is classified in the dataset as an investment bank. The firm appears in SEC records with an initial registration year of 2013 and is identified as being owned by a domestic entity and an individual. The dataset flags the firm as not acting as a capital allocator and not identifying as an active ESG investor. Public disclosures in the source provide only high-level attributes; the firm did not supply narrative detail about its business lines, advisory services, client types, fee schedules, or specific investment capabilities. Several regulatory attributes are indicated as negative (not a multi-state adviser, not a pension consultant, not a related adviser), which suggests a narrow regulatory footprint in the available filing.

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
  • Kimberly Schmidt

    Kimberly Schmidt

    Chief Operating OfficerCRD 4551566

  • Felix Danciu

    Felix Danciu

    Chief Executive Officer and FounderCRD 4463642

Contacts

3 of 4
  • Jared Grigg

    Jared Grigg

    Managing DirectorCRD 4588933

  • Timothy Carroll

    Timothy Carroll

    AnalystCRD 7798369

  • Kaeden Beaty

    Kaeden Beaty

    AnalystCRD 7942796

Unlock 1 more contacts

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

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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
500 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth