Tradingblock

Broker-DealerFINRA MemberEst. 2004
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
128605
Registered since
March 4, 2004

Firm profile

FINTRX

Overview

Tradingblock is a corporate-structured investment adviser that has been SEC-registered since 2004. Ownership is recorded as a mix of a domestic entity and an individual. The firm is classified as "Unclassified" in the snapshot data and is not identified as a capital allocator. It does not report being an active ESG investor, is not listed as a multi-state adviser, and is not newly formed. The firm has not provided detail on its advisory services, client segments, or broader business activities in the submitted 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 4
  • Phillip Hoeh

    Phillip Hoeh

    Chief Compliance OfficerCRD 2231877

  • Donal Ogilvie

    Donal Ogilvie

    COOCRD 2863275

  • Robert Wallace

    CFOCRD 4606185

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Contacts

3 of 16
  • Joel Vanderhoof

    Joel Vanderhoof

    PresidentCRD 4152196

  • Michael Lavelle

    Michael Lavelle

    Founder and PartnerCRD 4184432

  • Michael Warren

    Michael Warren

    Registered RepresentativeCRD 5429628

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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
311 S Wacker Dr
Time zone
CT (UTC-6)
Office locations

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