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 an SEC-registered limited liability company that has been registered with the SEC since 1987. FINTRX classifies the firm as an unclassified entity and lists its ownership as a combination of a domestic entity and an individual. The firm is not identified as a multi-state adviser, a pension consultant, a related adviser, or a newly formed adviser. FINTRX also indicates Arbor Research & Trading does not act as a capital allocator and is not an active ESG investor.
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 2
Fred Handler
President, COOCRD 1278354
Carol Shortall
Chief Compliance OfficerCRD 2289950
Contacts
3 of 17
Max Konzelman
Senior Vice PresidentCRD 4650920
Lori Muzinic
AdvisorCRD 1752591
Kristen Radosh
Partner & Podcast HostCRD 4335234
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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