Joseph Eden Capital, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Forest Park, Illinois
CRD number
310317
Registered since
April 1, 2021

Firm profile

FINTRX

Overview

Joseph Eden Capital, LLC is an SEC-registered limited liability company that first registered in 2021. Public filings list the owner type as a mix of a domestic entity and an individual, and the firm is categorized as "unclassified" in the available snapshot. The firm does not identify itself as a capital allocator and is not designated as an active ESG investor. It is also not reported as a multi-state adviser. The firm has provided very little detail about its business model, client types, fee schedules, advisory services, or investment philosophy in the source data. That limited disclosure makes it difficult to characterize their target clients or typical product mix beyond what is explicitly stated in regulatory filings.

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

3 of 4
  • Dana Gordon

    Dana Gordon

    Regional DirectorCRD 2353694

  • Carl Serra

    Carl Serra

    DirectorCRD 3179039

  • Brittany Boma

    Financial AdvisorCRD 7448202

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Forest Park, IL

Cook

Location

Forest Park, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
7600 Roosevelt Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth