JOSEPH EDEN CAPITAL, LLC

Broker-DealerFINRA MemberEst. 2021
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
FOREST PARK, Illinois
CRD number
310317
Registered since
April 1, 2021

Firm profile

FINTRX

Overview

Joseph Eden Capital, LLC is an SEC-registered limited liability company formed in 2021 that appears to operate as a small, narrowly described advisory entity. Publicly available profile fields classify the firm as “Unclassified” and list the owner type as a domestic entity alongside an individual owner. The firm is not identified as a capital allocator and is not flagged as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided descriptive entries for its advisory activities, client types, or fee structure in the source used here, so there is no public detail on target client segments, service lines (for example, wealth management versus investment management), or standard pricing arrangements.

Assets & Accounts

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

Contacts

3 of 4
  • Carl Serra

    FinOpCRD 3179039

  • Dana Gordon

    Regional DirectorCRD 2353694

  • Georgeil Thompson

    Operations ManagerCRD 7397941

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

FOREST PARK, IL

COOK

Location

FOREST PARK, IL

Headquartered in FOREST PARK, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
7600 Roosevelt Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth