Sikich Corporate Finance LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
14
Avg account
$0

Firm details

Headquarters
Naperville, Illinois
CRD number
149024
Registered since
November 3, 2009

Firm profile

FINTRX

Overview

Sikich Corporate Finance LLC is registered as a limited liability company and appears in public registry as an investment bank that first registered with the SEC in 2009. Ownership is recorded as a combination of a domestic entity and an individual, and the firm is classified under investment-banking activity rather than as a traditional registered investment adviser managing third-party assets. Public records in the dataset show the firm does not function as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. Details that would typically describe fee arrangements, specific advisory services, client types, or broader business activities were not provided in the source data.

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

2 of 2
  • Christopher Geier

    Christopher Geier

    CEOCRD 2329424

  • Barry Stark

    Barry Stark

    Chief Compliance OfficerCRD 2704020

Contacts

3 of 12
  • Taylor Smith

    Taylor Smith

    AssociateCRD 7810549

  • Susan Tomilo

    Susan Tomilo

    Managing DirectorCRD 5771367

  • Shane Lasher

    Shane Lasher

    Registered RepresentativeCRD 7967605

Unlock 9 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1415 W Diehl Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth