TJM Investments, LLC

Broker-DealerFINRA Member
Total AUM
—
Advisory reps
85
Avg account
$0

Firm details

Headquarters
Chicago, Illinois
CRD number
46300
Registered since
May 10, 1999

Firm profile

FINTRX

Overview

TJM Investments, LLC is organized as a limited liability company with ownership described as a combination of a domestic entity and an individual. The firm's classification in the available dataset is listed as "Unclassified." The snapshot data indicates the firm does not identify itself as a capital allocator, is not an active ESG investor, and does not present itself as a pension consultant or a related adviser. Public disclosures from the firm are minimal: several standard advisory fields (client base, fee structure, business and advisory activities) are not populated in the available record. That limited disclosure constrains what can be said about the firm's target clients, service model, or investment approach beyond the categorical items above.

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

3 of 6
  • Stacy Dang

    Stacy Dang

    Chief Compliance OfficerCRD 3143275

  • Jeffrey Lucchesi

    CEOCRD 1869941

  • Steve Beitler

    Steve Beitler

    Chief Executive OfficerCRD 1893827

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Contacts

3 of 79
  • Thomas Murphy

    Thomas Murphy

    ChairmanCRD 857354

  • Timothy Anderson

    Timothy Anderson

    SalesCRD 1012893

  • Daniel Thorns

    BrokerCRD 1361305

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

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

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
318 W Adams St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth