Everlake Distributors, LLC

Broker-DealerFINRA MemberEst. 2000
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Northbrook, Illinois
CRD number
100460
Registered since
February 16, 2000

Firm profile

FINTRX

Overview

Everlake Distributors, LLC operates as a fund distributor rather than as an investment manager or allocator. Organized as a limited liability company and SEC-registered since 2000, the firm is listed as having both domestic entity and individual ownership. FINTRX classifies Everlake Distributors primarily in distribution activities; it is not identified as a capital allocator, and its profile does not indicate advisory or pension consulting roles. The firm is not marked as an active ESG investor and is not shown as a multi-state registered adviser or a related adviser. Available data does not identify investment mandates, manager selection responsibilities, or client-facing advisory services, which is consistent with a distribution-role posture in the fund ecosystem.

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

3 of 3
  • Patrick Jeneske

    Chief Compliance OfficerCRD 4293015

  • Therese Kirchhoff

    Chief Compliance OfficerCRD 4548686

  • Rebecca Kennedy

    Rebecca Kennedy

    SVP, COOCRD 7364296

Contacts

3 of 21
  • Angela Fontana

    Angela Fontana

    Vice PresidentCRD 6503740

  • Stacy Bechtel

    Stacy Bechtel

    SpecialistCRD 5914899

  • Brian Bailey

    Home Office AssociateCRD 6031015

Unlock 18 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Northbrook, IL

Cook

Location

Northbrook, IL

Headquartered in Northbrook, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
3100 Sanders Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth