TJM Investments, LLC

Broker-DealerFINRA MemberEst. 1999
Total AUM
—
Advisory reps
85
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 has been registered with the SEC since 1999. 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, is not marked as an active ESG investor, and is not listed as a pension consultant or a related adviser.

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

3 of 6
  • Stacy Dang

    Stacy Dang

    Chief Compliance OfficerCRD 3143275

  • Jeffrey Lucchesi

    CEOCRD 1869941

  • Steve Beitler

    Steve Beitler

    Chief Executive OfficerCRD 1893827

Unlock 3 more executives →

Contacts

3 of 79
  • Thomas Murphy

    Thomas Murphy

    ChairmanCRD 857354

  • Timothy Anderson

    Timothy Anderson

    SalesCRD 1012893

  • Daniel Thorns

    BrokerCRD 1361305

Unlock 76 more contacts →

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth