SF INVESTMENTS, INC.
Firm details
- Headquarters
- HIGHLAND PARK, Illinois
- CRD number
- 6564
- Registered since
- July 8, 1985
- Website
- sfinv.com
Firm profile
FINTRXOverview
SF Investments, Inc. is organized as a corporation and has been SEC-registered since 1985. The ownership is listed as a domestic entity and individual combination, and the firm’s regulatory classification is recorded as unclassified. Available records indicate the firm does not describe itself as an active ESG investor, is not designated a multi-state adviser, and is not identified as a pension consultant, related adviser, or capital allocator. Core business, advisory activities, fee structure and client-type details were not provided in the source data.
Assets & Accounts
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 1DANIEL SHAPIRO
CEO & CCOCRD 1989147
Contacts
3 of 5ESTEBAN VIRGILI
Portfolio ManagerCRD 4364573
STEVEN SHAPIRO
PrincipalCRD 2153746
ROSINA MAHABEER
Senior Account ManagerCRD 4195261
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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