METROPOLITAN CAPITAL INVESTMENT BANC, INC.

Broker-DealerFINRA MemberEst. 2009
Total AUM
Advisory reps
17
Avg account
$0

Firm details

Headquarters
CHICAGO, Illinois
CRD number
148820
Registered since
August 12, 2009

Firm profile

FINTRX

Overview

Metropolitan Capital Investment Banc, Inc. is organized as a corporation and is classified in FINTRX data as an investment bank. The firm is SEC-registered since 2009 and is recorded as being owned by a domestic entity with individual ownership involvement. The profile indicates the firm does not act as a capital allocator and is not identified as an active ESG investor. Regulatory and advisory flags in the snapshot show it is not listed as a multi-state adviser, not a newly formed adviser, and is not flagged as a pension consultant or related adviser. The firm did not provide additional detail about its client types, fee arrangements, or day-to-day advisory activities in the summary data.

Assets & Accounts

Investments & Alternatives

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

Owners & executives

2 of 2
  • JEFFREY SCHREIER

    Chief Legal OfficerCRD 415171

  • JOHN PRESBERG

    Senior Vice President & CFOCRD 6530339

Contacts

3 of 15
  • SCOTT COHEN

    Executive Vice PresidentCRD 5681266

  • ANDREW RANEY

    Senior Investment SpecialistCRD 5120161

  • MADELINE Pansera

    ConsultantCRD 6816256

Unlock 12 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
661 W Lake St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth