Tradingblock
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 128605
- Registered since
- March 4, 2004
- Website
- www.tradingblock.com
Firm profile
FINTRXOverview
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
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
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