Mesirow Financial, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
—
Advisory reps
281
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
2764
Registered since
February 10, 1983

Firm profile

FINTRX

Overview

Mesirow Financial, Inc. is recorded as a corporation classified as an investment bank and has been SEC-registered since 1983. The FINTRX snapshot identifies its owner type as a combination of a domestic entity and an individual. The profile indicates the firm does not function as a capital allocator and is not designated as an active ESG investor. It is also marked as not being a multi-state adviser, not newly formed, not a pension consultant, and not a related adviser. The source provides limited detail about the firm's advisory activities, client segments, fee arrangements, or specific business lines. That absence of granular disclosure in the snapshot constrains conclusions about how Mesirow Financial operates within wealth management or investment advisory services.

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

Owners & executives

3 of 9
  • Darren Feld

    Darren Feld

    Senior Managing Director and Chief Operating OfficerCRD 4297121

  • Jeffrey Levine

    Jeffrey Levine

    Chief Operating OfficerCRD 5627249

  • Christopher O'neill

    Christopher O'neill

    Managing Director, Chief Investment OfficerCRD 2727003

Unlock 6 more executives →

Contacts

3 of 272
  • Lavanya Batchu

    Lavanya Batchu

    Managing DirectorCRD 5701715

  • Brian Lorber

    Brian Lorber

    Senior Managing Director, Wealth AdvisorCRD 5777062

  • Gabriel Korach

    Gabriel Korach

    Senior Managing Director, Wealth AdvisorCRD 5890555

Unlock 269 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
353 N Clark St
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth