STELLA PARTNERS LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
2
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
297977
Registered since
January 11, 2019

Firm profile

FINTRX

Overview

Stella Partners LLC is organized as a limited liability company and is SEC‑registered (registration year 2019). Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as "unclassified" in the source data. It is not identified as a capital allocator, does not report being an active ESG investor, and is not designated as a multi‑state or newly formed adviser. The dataset supplied does not include details on the firm's client segments, fee schedules, listed business activities, or specific 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

Contacts

2 of 2
  • JOHN SIMPSON

    PartnerCRD 2020859

  • Enrique Alvarez

    FinOpCRD 4622342

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
65 E Goethe St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth