Vanaheim Securities, LLC

Broker-DealerFINRA MemberEst. 2022
Total AUM
—
Advisory reps
15
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
319095
Registered since
June 1, 2022

Firm profile

FINTRX

Overview

Vanaheim Securities, LLC is organized as a limited liability company and is registered with the SEC (registration year: 2022). Ownership is listed as a combination of a domestic entity and an individual. The firm’s regulatory classification is unclassified. Regulatory flags in the snapshot indicate Vanaheim does not operate as a capital allocator and is not identified as an active ESG investor. It is not marked as a multistate adviser and is not labeled as a newly formed adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • Christopher Mellee

    Christopher Mellee

    Chief Executive OfficerCRD 5617164

Contacts

3 of 14
  • Cheryl Poston

    Cheryl Poston

    Financial ControllerCRD 2358226

  • Andrew Holoska

    Andrew Holoska

    PartnerCRD 6241895

  • Michael Diffendal

    Senior TraderCRD 6382130

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
425 S Financial Pl
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth