303 Alternatives, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
—
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
166675
Registered since
May 9, 2014

Firm profile

FINTRX

Overview

303 Alternatives, LLC is organized as a limited liability company and is recorded as SEC-registered in 2014. The firm is classified in the source data as a placement agent, and its ownership is flagged as a mix of a domestic entity and an individual. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. The data also marks the firm as not operating as a multi-state adviser, not recently formed, and not a pension consultant or 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

2 of 2
  • James Urbanowski

    Chief Financial OfficerCRD 1963215

  • Michael Savini

    Michael Savini

    CEO & Managing PrincipalCRD 5117892

Contacts

2 of 2
  • Stanley Thompson

    Managing PrincipalCRD 2455853

  • James Mohen

    OwnerCRD 1631188

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
401 W Superior St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth