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” and lists the owner type as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and does not self-report as an active ESG investor. FINTRX also indicates it is not a multi-state adviser, not newly formed, not a pension consultant, and not flagged as a related adviser. The firm has not supplied descriptive detail about its advisory activities, business lines, or investment approach in the FINTRX record. There is no public listing of investment preferences, client segments, or stated strategy in the available profile.

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

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

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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