3ico Securities LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
16
Avg account
$0

Firm details

Headquarters
Conshohocken, Pennsylvania
CRD number
173648
Registered since
March 28, 2016

Firm profile

FINTRX

Overview

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

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

3 of 3
  • Justin Dausch

    Justin Dausch

    Chief Compliance OfficerCRD 6919209

  • Donna Rittershausen

    Donna Rittershausen

    Chief Compliance OfficerCRD 1480201

  • Aaron Kless

    Aaron Kless

    Chief Executive Officer & Chief Investment OfficerCRD 4852975

Contacts

3 of 13
  • Kevin Ross

    Kevin Ross

    Financial AdvisorCRD 2290136

  • Joseph Martell

    Joseph Martell

    Vice PresidentCRD 4110909

  • Laura Flanagan

    Laura Flanagan

    Compliance CounselCRD 6447979

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth