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. 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

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

    CEO & CCOCRD 1989147

Contacts

3 of 5
  • ESTEBAN VIRGILI

    Portfolio ManagerCRD 4364573

  • STEVEN SHAPIRO

    PrincipalCRD 2153746

  • ROSINA MAHABEER

    Senior Account ManagerCRD 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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth