TJM Investments, LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
Advisory reps
82
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
46300
Registered since
May 10, 1999

Firm profile

FINTRX

Overview

TJM Investments, LLC is organized as a limited liability company and first registered with the SEC in 1999. The firm is listed as owned by a domestic entity and an individual and is classified in the snapshot as "Unclassified." The FINTRX snapshot indicates TJM Investments is not identified as a capital allocator, is not active on ESG investing, and is not designated as a multi-state or newly formed adviser. The firm’s stated business or advisory activities are not included in the available 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

3 of 6
  • Stacy Dang

    Stacy Dang

    Chief Compliance OfficerCRD 3143275

  • Jeffrey Lucchesi

    CEOCRD 1869941

  • Steve Beitler

    Steve Beitler

    Chief Executive OfficerCRD 1893827

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Contacts

3 of 76
  • Thomas Murphy

    Thomas Murphy

    ChairmanCRD 857354

  • Timothy Anderson

    Timothy Anderson

    SalesCRD 1012893

  • Daniel Thorns

    BrokerCRD 1361305

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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
318 W Adams St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth