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. Public reporting classifies the firm as "Unclassified" and indicates ownership by a domestic entity and an individual. The firm does not identify itself as a capital allocator, an active ESG investor, a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. Available information does not describe the firm's advisory activities, client segments, fee structure, or broader business lines. The absence of those disclosures in the record limits any assessment of how the firm sources mandates, structures fees, or positions its investment offerings.
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 2
Fred Handler
President, COOCRD 1278354
Carol Shortall
Chief Compliance OfficerCRD 2289950
Contacts
3 of 18
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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