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 organized as a corporation and has been SEC-registered since 1996. FINTRX lists the firm as individually owned and classifies it as "Unclassified," with no designation as a capital allocator. The profile shows that the adviser is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or related adviser. FINTRX does not supply detail on the firm's client segments, fee schedule, specific advisory activities, or investment strategy.

Assets & Accounts

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
  • JADE LAM

    Chief Financial OfficerCRD 2747086

  • ANDY LAM

    President and CIOCRD 2251678

Contacts

3 of 5
  • Liuxiao Chen

    General Securities RepresentativeCRD 6858671

  • LEON MCKENZIE

    External WholesalerCRD 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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth