Aardvark Securities LLC

Broker-DealerFINRA MemberEst. 2013
Total AUM
Advisory reps
11
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
166932
Registered since
October 9, 2013

Firm profile

FINTRX

Overview

Aardvark Securities LLC is a limited liability company that registered with the SEC in 2013 and is classified as a placement agent. The firm is described as owned by a domestic entity and individual interests. Its stated role is intermediary placement activity rather than capital allocation — the snapshot notes explicitly that it is not a capital allocator. The profile data indicates Aardvark Securities does not position itself as an active ESG investor and is not identified as a multistate adviser, pension consultant, or related adviser. The record includes no detail on fee schedules, client verticals, or specific advisory services, which is consistent with the placement-agent orientation.

Assets & Accounts

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

1 of 1
  • Douglas Adams

    CEOCRD 4675945

Contacts

3 of 10
  • Philip Vandermause

    Managing DirectorCRD 3023396

  • John Sanfilippo

    John Sanfilippo

    Senior Director of OperationsCRD 4998732

  • Chad Olson

    Chad Olson

    Director of Business DevelopmentCRD 6234911

Unlock 7 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
550 W Jackson Blvd
Time zone
CT (UTC-6)
Office locations

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