M & J WILKOW

Exempt Reporting AdvisorFINRA MemberEst. 2017
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
291202
Registered since
November 22, 2017

Firm profile

FINTRX

Overview

M & J Wilkow is a corporation that registered with the SEC in 2017 and appears structured around private real estate activity rather than traditional retail advisory business. Ownership is listed as a mix of a domestic entity and an individual, and the firm is categorized as unclassified. Its disclosed roles include acting as a real estate broker and sponsor and serving as general partner and managing member for pooled investment vehicles. The firm is not identified as an active ESG investor and is not reported to operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

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 5
  • JORDAN WILKOW

    Principal and Executive Vice PresidentCRD 7886051

  • MARC WILKOW

    President And PrincipalCRD 1220180

  • Shawn Quigley

    Senior Vice President, FinanceCRD 8062657

Unlock 2 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
20 S Clark St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth