Tradingblock
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 128605
- Registered since
- March 4, 2004
- Website
- www.tradingblock.com
Firm profile
FINTRXOverview
Tradingblock is a privately held corporate advisory entity that reports a mix of domestic entity and individual ownership. Public disclosures on the firm’s business activities, client types, and fee arrangements are minimal. The firm reports that it does not act as a capital allocator and does not position itself as an ESG investor. Internal classification is listed as unclassified, and the firm is not identified as a newly formed or related adviser. The firm’s filings also indicate it is not designated as a multi-state adviser, though other records show a footprint that spans multiple states (see Location & Offices). There is no substantive, public description of investment strategies, advisory services, or target client segments in the available data.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 4
Phillip Hoeh
Chief Compliance OfficerCRD 2231877

Donal Ogilvie
COOCRD 2863275
Robert Wallace
CFOCRD 4606185
Contacts
3 of 17
Joel Vanderhoof
PresidentCRD 4152196

Michael Lavelle
Founder and PartnerCRD 4184432

Michael Warren
Registered RepresentativeCRD 5429628
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 311 S Wacker Dr
- Time zone
- CT (UTC-6)
- Office locations
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