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 organized as a limited liability company and has been SEC-registered since 2021. Regulatory filings classify the firm as "unclassified" and identify its owner profile as a combination of a domestic entity and an individual. The firm is not designated as a capital allocator and does not identify as an active ESG investor. Filings also indicate it is not a multi-state adviser, not a newly formed adviser, not a pension consultant, and not a related adviser. Public disclosures for the firm provide minimal detail about its investment strategy, client types, fee arrangements, or specific advisory activities. There is no narrative in the available data describing asset allocation preferences, sector focus, or portfolio construction approach.

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
  • Carl Serra

    Carl Serra

    FinOpCRD 3179039

  • Dana Gordon

    Dana Gordon

    Regional DirectorCRD 2353694

  • Georgeil Thompson

    Operations ManagerCRD 7397941

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth