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 and has been SEC-registered since 1987. The firm is owned by a mix of a domestic entity and an individual and is classified in FINTRX data as "Unclassified." The profile shows the firm is not positioned as a capital allocator and is not identified as an active ESG investor. It is not registered as a multi-state adviser and is not listed as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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
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
Similar firms
William Blair & Company L.L.C.
Broker-DealerChicago, IL
Cardinal Investments, Inc.
Broker-DealerColumbia, IL
PMA Securities, LLC
Broker-DealerNaperville, IL
Rothschild Investment
Broker-DealerChicago, IL
Alight Financial Solutions, LLC
Broker-DealerChicago, IL
Kroll Securities LLC
Broker-DealerChicago, IL