OCTOBER THREE FINANCIAL SOLUTIONS, LLC
Firm details
- Headquarters
- CHICAGO, Illinois
- CRD number
- 152950
- Fee structure
- Other
Firm profile
FINTRXOverview
October Three Financial Solutions, LLC operates as a limited liability company and engages in various investment activities. The firm does not classify itself under a specific category, which suggests a flexible approach to investment strategies. While it does not actively pursue Environmental, Social, and Governance (ESG) investments, it does have affiliations with pension consulting. This indicates a focus on providing advisory services tailored to institutional clients, particularly in the pension sector.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1JEFFREY STEVENSON
President, CEOCRD 5757157
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 233 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
Similar firms
OAK FAMILY ADVISORS, LLC
RIACHICAGO, IL
CRESSET ASSET MANAGEMENT, LLC
RIACHICAGO, IL
GEM REALTY CAPITAL
RIACHICAGO, IL
OAK MOUNTAIN ADVISORS
RIACHICAGO, IL
NEWPORT INVESTMENT MANAGEMENT, LLC
RIACHICAGO, IL
AARON WEALTH ADVISORS
RIACHICAGO, IL