SF Investments, Inc.

Broker-DealerFINRA MemberEst. 1985
Total AUM
Advisory reps
6
Avg account
$0

Firm details

Headquarters
Highland Park, Illinois
CRD number
6564
Registered since
July 8, 1985
Website
sfinv.com

Firm profile

FINTRX

Overview

SF Investments, Inc. is organized as a corporation and has been SEC-registered since 1985. Public filing details identify its ownership as a mix of a domestic entity and an individual and classify the firm as unclassified for FINTRX purposes. The firm is not identified as a capital allocator and is marked as not active on ESG considerations. It is not designated as a multistate adviser, a newly formed adviser, a pension consultant, or a related adviser. Available records do not include descriptive material about the firm’s investment philosophy, target client segments, fee schedules, or day-to-day advisory services. The dataset is therefore limited to basic regulatory and organizational attributes rather than portfolio-level or business-model detail.

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

1 of 1
  • Daniel Shapiro

    Daniel Shapiro

    CEO & CCOCRD 1989147

Contacts

3 of 5
  • Esteban Virgili

    Esteban Virgili

    Portfolio ManagerCRD 4364573

  • Steven Shapiro

    Steven Shapiro

    PrincipalCRD 2153746

  • Rosina Mahabeer

    Rosina Mahabeer

    Head of Investor RelationsCRD 4195261

Unlock 2 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Highland Park, IL

Lake

Location

Highland Park, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Lake
Address
799 Central Ave
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth