HURON TRANSACTION ADVISORY LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
29
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
166959
Registered since
February 25, 2014

Firm profile

FINTRX

Overview

Huron Transaction Advisory LLC is a limited liability company that registered with the SEC in 2014 and is classified as an investment bank rather than a traditional discretionary asset manager. The firm is owned by a mix of a domestic entity and an individual. The firm’s regulatory profile indicates it does not act as a capital allocator and is not registered as a multi-state adviser, pension consultant, or a related adviser. The record also notes the firm is not an active ESG investor.

Assets & Accounts

Investments & Alternatives

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

3 of 29
  • Christopher Tracanna

    Vice PresidentCRD 7878601

  • Andrew Surgan

    Managing DirectorCRD 5135450

  • ELAINE YAO

    Managing DirectorCRD 2536120

Unlock 26 more contacts

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
550 W Van Buren St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth