SF Investments, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Highland Park, Illinois
CRD number
6564
Registered since
July 8, 1985
Website
sfinv.com

Firm profile

FINTRX

Overview

SF Investments, Inc. is organized as a corporation and has been registered with the SEC since 1985. FINTRX classifies the firm as unclassified; ownership is noted as a combination of a domestic entity and an individual. The profile does not list a client base, fee structure, or advisory business lines. The firm is not identified as a capital allocator, is not flagged as an active ESG investor, and is not registered as a multi-state adviser. FINTRX also indicates it is not a pension consultant, not newly formed, and not listed as a related adviser to another entity.

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

Owners & executives

1 of 1
  • Daniel Shapiro

    Daniel Shapiro

    CEO & CCOCRD 1989147

Contacts

3 of 5
  • Steven Shapiro

    Steven Shapiro

    PrincipalCRD 2153746

  • Gary Just

    Gary Just

    ComplianceCRD 2101902

  • Rosina Mahabeer

    Rosina Mahabeer

    Head of Investor RelationsCRD 4195261

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Highland Park, IL

Lake

Location

Highland Park, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
799 Central Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth