SF Investments, Inc.

Broker-DealerFINRA Member
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 with ownership listed as a mix of a domestic entity and an individual. The firm's internal classification is recorded as "Unclassified." Available registry fields indicate the firm is not designated as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. Public records supplied for this entity do not include descriptive details about its advisory services, fee schedules, client segments, or broader business activities. The firm also has not provided material on its affiliations or specific lines of business in the dataset reviewed.

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
  • Steven Shapiro

    Steven Shapiro

    PrincipalCRD 2153746

  • Gary Just

    Gary Just

    ComplianceCRD 2101902

  • Rosina Mahabeer

    Rosina Mahabeer

    Head of Investor RelationsCRD 4195261

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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