3ICO SECURITIES LLC

Broker-DealerFINRA MemberEst. 2016
Total AUM
Advisory reps
12
Avg account
$0

Firm details

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

Firm profile

FINTRX

Overview

3ico Securities LLC is organized as a limited liability company and appears on the SEC register with an initial registration year of 2016. The firm's ownership is recorded as a combination of a domestic entity and an individual. In the dataset it is classified as "unclassified," and several firm-level roles are explicitly negative: it is not identified as a capital allocator, not designated a multi-state adviser, and is not listed as a pension consultant or related adviser. The dataset also flags the firm as not an active ESG investor. Available records do not include a public description of the firm's advisory or business activities, fee schedule, or target client segments.

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

2 of 2
  • DONNA RITTERSHAUSEN

    Chief Compliance OfficerCRD 1480201

  • Justin Dausch

    Chief Compliance OfficerCRD 6919209

Contacts

3 of 10
  • William Kahoe

    Registered RepresentativeCRD 7220697

  • AARON KLESS

    Registered RepresentativeCRD 4852975

  • JOSEPH MARTELL

    Vice PresidentCRD 4110909

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

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