Mesirow Financial, Inc.

Broker-DealerFINRA MemberEst. 1983
Total AUM
Advisory reps
287
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
2764
Registered since
February 10, 1983

Firm profile

FINTRX

Overview

Mesirow Financial, Inc. is organized as a corporation and is classified in public records as an investment bank. The firm has been registered with the SEC since 1983. Ownership is recorded as a combination of a domestic entity and an individual. Available data do not identify the firm as a capital allocator or a multi-state registered investment adviser. It is not marked as an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. Specifics about business lines, client segments, fee schedules, advisory activities, or client-facing services were not provided in the source material.

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 9
  • Joseph Hoffman

    Joseph Hoffman

    Chief Executive OfficerCRD 2733639

  • Robert Debolt

    Robert Debolt

    Chief Executive OfficerCRD 2912563

  • Mary Jo Hayes

    Mary Jo Hayes

    Chief Compliance OfficerCRD 1196353

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Contacts

3 of 278
  • Maria Kaufman

    Maria Kaufman

    Senior Vice President, Legal & ComplianceCRD 2491075

  • Glenn Pritzlaff

    Managing DirectorCRD 4241226

  • Joseph Perozzi

    Joseph Perozzi

    Vice PresidentCRD 6841663

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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

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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
353 N Clark St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth