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 a limited liability company that registered with the SEC in 2021. The firm's ownership is listed as a combination of a domestic entity and an individual. FINTRX classifies the firm as unclassified; it does not identify Joseph Eden Capital as a capital allocator, a pension consultant, or a related adviser to another registered manager. The firm is not flagged as an active ESG investor. FINTRX indicates the adviser is not a multi-state adviser and it is not labeled as newly formed, which suggests the entity has been operational for some time despite limited public reporting on its activities. Details about the firm's client segments, fee structure, advisory activities, or investment focus were not provided in the snapshot.

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
  • Dana Gordon

    Dana Gordon

    Regional DirectorCRD 2353694

  • Carl Serra

    Carl Serra

    FinOpCRD 3179039

  • Brittany Boma

    Financial AdvisorCRD 7448202

Unlock 1 more contacts

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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