Sikich Corporate Finance LLC

Broker-DealerFINRA MemberEst. 2009
Total AUM
—
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Naperville, Illinois
CRD number
149024
Registered since
November 3, 2009

Firm profile

FINTRX

Overview

Sikich Corporate Finance LLC is organized as a limited liability company and is classified as an investment bank. The firm has been SEC-registered since 2009. Ownership is reported as a combination of a domestic entity and an individual. The firm's profile in regulatory filings indicates it does not function as a capital allocator and is not registered as a multi-state adviser. It also does not identify itself as an active ESG investor, a pension consultant, or a related adviser in the available snapshot. The dataset does not include details about fee arrangements or specific advisory/business activities.

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

2 of 2
  • Barry Stark

    Barry Stark

    Chief Compliance OfficerCRD 2704020

  • Christopher Geier

    Christopher Geier

    CEOCRD 2329424

Contacts

3 of 11
  • Stephanie Rustad

    Stephanie Rustad

    FinOpCRD 2327465

  • Kurt Estes

    Kurt Estes

    PrincipalCRD 5735005

  • Susan Tomilo

    Susan Tomilo

    Managing DirectorCRD 5771367

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Naperville, IL

Du Page

Location

Naperville, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Du Page
Address
1415 W Diehl Rd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth