3ico Securities LLC
Firm details
- Headquarters
- Conshohocken, Pennsylvania
- CRD number
- 173648
- Registered since
- March 28, 2016
- Website
- 3icosecurities.com
Firm profile
FINTRXOverview
3ico Securities LLC is a limited liability company that has been SEC-registered since 2016. The firm is classified as a placement agent rather than a capital allocator, which indicates its primary role is intermediary activity—facilitating introductions or placements between issuers or fund managers and investors—rather than running discretionary portfolios or managing client capital. Ownership is identified as a mix of a domestic entity and an individual. The firm does not self-identify as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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 3
Aaron Kless
Chief Executive Officer & Chief Investment OfficerCRD 4852975

Donna Rittershausen
Chief Compliance OfficerCRD 1480201

Justin Dausch
Chief Compliance OfficerCRD 6919209
Contacts
3 of 10William Kahoe
Registered RepresentativeCRD 7220697

Joseph Martell
Vice PresidentCRD 4110909

Jessica Kriewald
FinOpCRD 7052634
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Conshohocken, PA
Montgomery
Location
Conshohocken, PA
Headquartered in Conshohocken, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Montgomery
- Address
- 101 W Elm St
- Time zone
- ET (UTC-5)
- Office locations
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