3G FINANCIAL

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
7
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
317740
Registered since
April 12, 2023

Firm profile

FINTRX

Overview

3g Financial is organized as a limited liability company that registered with the SEC in 2023. Public filings identify ownership as a mix of a domestic entity and an individual and list the firm's regulatory classification as unclassified. The available disclosures are narrow: the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not listed as a pension consultant or related adviser. The data also flags the firm as not a multi-state adviser and not a newly formed adviser, but it does not describe specific advisory services, fee schedules, client segments, or investment strategies.

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

Contacts

3 of 7
  • Stefano Abruzzo

    Associate Business Development ExecutiveCRD 6809843

  • Christina Tabacco

    Business DevelopmentCRD 7880778

  • XIAOFAN DOOLITTLE

    Registered RepresentativeCRD 6914791

Unlock 4 more contacts

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
155 N Wacker Dr
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth