AEG Capital, LLC

Broker-DealerFINRA MemberEst. 2014
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
168097
Registered since
May 2, 2014

Firm profile

FINTRX

Overview

AEG Capital, LLC is an SEC-registered investment adviser organized as a limited liability company and first registered in 2014. The ownership is recorded as a mix of a domestic entity and an individual. Public records categorize the firm as unclassified and provide limited operational detail; the adviser is not flagged as a multi-state adviser and does not identify itself as a capital allocator or an active ESG investor.

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
  • Edward Samson

    Edward Samson

    Founder and CEOCRD 2041321

  • Gery Sadzewicz

    Gery Sadzewicz

    Chief Executive OfficerCRD 1090963

Contacts

2 of 2
  • Craig Dean

    Craig Dean

    Managing PartnerCRD 6219093

  • Sanford Rosenberg

    Sanford Rosenberg

    Managing DirectorCRD 2936904

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
200 W Madison St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth