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 organized as a limited liability company and is classified in FINTRX as a placement agent. The filing lists the owner type as a combination of a domestic entity and individual ownership. FINTRX indicates the firm does not operate as a capital allocator and does not identify itself as an active ESG investor, a multi-state adviser, a newly formed adviser, a pension consultant, or a related adviser. The public data set provides limited detail on the firm’s business or advisory activities and does not list target client segments, fee arrangements, or specific lines of business beyond the placement-agent classification.
Assets & Accounts
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
Registered RepresentativeCRD 2290136

Joseph Martell
Senior 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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