Tradingblock
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 128605
- Registered since
- March 4, 2004
- Website
- www.tradingblock.com
Firm profile
FINTRXOverview
Tradingblock is organized as a corporation and is SEC-registered, first appearing in SEC records in 2004. Ownership is recorded as a combination of a domestic entity and an individual. The firm’s profile is labeled “unclassified,” and the available data indicates it does not act as a capital allocator. Tradingblock is not identified as an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide descriptive entries for its advisory activities, business lines, fee schedule, or client segments in the source data. That lack of narrative disclosure limits a more granular read on its target market, service model, or implementation approach.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Phillip Hoeh
Chief Compliance OfficerCRD 2231877

Donal Ogilvie
COOCRD 2863275
Robert Wallace
CFOCRD 4606185
Contacts
3 of 16
Joel Vanderhoof
PresidentCRD 4152196

Michael Lavelle
Founder and PartnerCRD 4184432

Michael Warren
Registered RepresentativeCRD 5429628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
Kroll Securities LLC
Broker-DealerChicago, IL
DWS Distributors, Inc.
Broker-DealerChicago, IL
William Blair & Company L.L.C.
Broker-DealerChicago, IL
Rothschild Investment
Broker-DealerChicago, IL
Alight Financial Solutions, LLC
Broker-DealerChicago, IL
Ariel Distributors, LLC
Broker-DealerChicago, IL