Huron Transaction Advisory LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
27
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 organized as a limited liability company and registered with the SEC in 2014. The firm is classified as an investment bank rather than a traditional registered investment adviser or asset manager. Ownership is listed as a mix of a domestic entity and an individual. The available records indicate the firm does not serve as a capital allocator and is not identified as an active ESG investor, multi-state adviser, pension consultant, or related adviser. Public disclosures contain no detailed description of advisory or asset-management services, consistent with a focus on transaction advisory work rather than running client investment portfolios.

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 27
  • Michael Hammond

    Registered RepresentativeCRD 721201

  • Brian Lenart

    Brian Lenart

    FinOpCRD 736107

  • Patrick Pilch

    Patrick Pilch

    Managing DirectorCRD 1681743

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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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth