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 organized as a limited liability company and is registered with the SEC (registration year 2021). The ownership structure is listed as a combination of a domestic entity and an individual. The firm is categorized as "Unclassified" in the snapshot data and is not marked as a capital allocator. Regulatory and operational flags in the record indicate the firm is not an active ESG investor, is not designated as a multi-state adviser, is not identified as a pension consultant, and is not recorded as a related adviser. The profile also shows the firm is not flagged as a newly formed adviser despite the 2021 SEC registration. The firm has not provided details about its business activities, advisory offerings, fee structure, or client base in the source data.

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

    Carl Serra

    FinOpCRD 3179039

  • Dana Gordon

    Dana Gordon

    Regional DirectorCRD 2353694

  • Georgeil Thompson

    Operations ManagerCRD 7397941

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Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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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