Corporate Investments Group, Inc.

Broker-DealerFINRA MemberEst. 1996
Total AUM
—
Advisory reps
7
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
38690
Registered since
January 16, 1996

Firm profile

FINTRX

Overview

Corporate Investments Group, Inc. is a corporate advisory entity that first registered with the SEC in 1996. FINTRX classifies ownership as individual and the firm is listed as "Unclassified" for its business type. The record indicates the firm is not designated as a capital allocator and is not identified as an active ESG investor. The dataset does not include details on the firm's advisory activities, target client segments, or specific investment strategies. FINTRX also flags the firm as not being a multi-state adviser and not newly formed.

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
  • Andy Lam

    Andy Lam

    President and CIOCRD 2251678

  • Jade Lam

    Jade Lam

    Chief Financial OfficerCRD 2747086

Contacts

3 of 5
  • Daniel White

    Registered RepresentativeCRD 1393383

  • Leon Mckenzie

    Leon Mckenzie

    Senior Business Development ManagerCRD 2241294

  • Jian Lin

    CRD 4500580

Unlock 2 more contacts →

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
238 W Cermak Rd
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth