Arbor Research & Trading, LLC
Firm details
- Headquarters
- Lake Barrington, Illinois
- CRD number
- 21313
- Registered since
- December 17, 1987
- Website
- www.arborresearch.com
Firm profile
FINTRXOverview
Arbor Research & Trading, LLC is organized as a limited liability company with ownership classified as a domestic entity and individual. The firm is listed as unclassified in FINTRX’s taxonomy and there are few public disclosures about its business activities or advisory practice. Available flags indicate the firm is not identified as a capital allocator, is not an active ESG investor, is not operating as a multi-state adviser, and is not designated as a pension consultant or related adviser. FINTRX records do not include descriptions of investment mandates, client types, fee structures, or typical advisory activities for Arbor Research & Trading, LLC. That lack of detail makes it difficult to characterize the firm’s target clients, service model, or portfolio construction approach from the dataset provided.
Assets & Accounts
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
2 of 2Carol Shortall
Chief Compliance OfficerCRD 2289950

Fred Handler
President, COOCRD 1278354
Contacts
3 of 17Edward Mcelwreath
Senior Vice PresidentCRD 1111324
Daniel Lustig
Executive Vice PresidentCRD 1496662
Henry Saling
Vice PresidentCRD 1532294
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Lake Barrington, IL
Lake
Location
Lake Barrington, IL
Headquartered in Lake Barrington, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Lake
- Address
- 22333 Classic Ct
- Time zone
- CT (UTC-6)
- Office locations
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