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 set up as a corporation and has been SEC-registered since 1985. The firm’s ownership is recorded as a combination of a domestic entity and an individual. Public records classify the adviser as “unclassified” and indicate it does not act as a capital allocator. The firm is not flagged as an active ESG investor, is not registered as a multi-state adviser, and is not identified as a pension consultant or a related adviser. FINTRX does not provide detail on the firm’s stated business lines, advisory activities, client segments, or fee schedule, so there is no public description of the services it markets or the client types it targets.

Assets & Accounts

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

    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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth