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 is registered with the SEC (registration year 2016) and is classified as a placement agent. The firm is owned by a domestic entity/individual structure and does not act as a capital allocator or as an investment adviser in the conventional sense. The FINTRX data indicates it is not an active ESG investor, not a multi-state adviser, not a pension consultant, and is not listed as a related adviser to another firm. No specific advisory or business activities were provided in the source record.
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
Justin Dausch
Chief Compliance OfficerCRD 6919209

Donna Rittershausen
Chief Compliance OfficerCRD 1480201

Aaron Kless
Chief Executive Officer & Chief Investment OfficerCRD 4852975
Contacts
3 of 13
Kevin Ross
Financial AdvisorCRD 2290136

Joseph Martell
Vice PresidentCRD 4110909

Laura Flanagan
Compliance CounselCRD 6447979
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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