OBERWEIS SECURITIES, INC.

Broker-DealerFINRA MemberEst. 1996
Total AUM
Advisory reps
22
Avg account
$0

Firm details

Headquarters
LISLE, Illinois
CRD number
42060
Registered since
December 23, 1996

Firm profile

FINTRX

Overview

Oberweis Securities, Inc. is organized as a corporation and has been registered with the SEC since 1996. The firm is listed as individually owned and is categorized in the data as "unclassified," with no indication that it functions as a capital allocator. The submission does not include descriptions of the firm's advisory services, business activities, fee arrangements, or client segments. FINTRX also flags the firm as not an active ESG investor, not a multi-state adviser, not a pension consultant, and not a related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

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

Contacts

3 of 22
  • EDWARD URBAN

    Director of MarketingCRD 2362247

  • THOMAS JOYCE

    Executive Vice PresidentCRD 5953683

  • DAVID BRASER

    Bond TraderCRD 817373

Unlock 19 more contacts

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

LISLE, IL

DU PAGE

Location

LISLE, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
DU PAGE
Address
3333 Warrenville Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth