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FIRM PROFILE
Overview
TJM INVESTMENTS, LLC is located at 318 W. Adams Street Suite 900, Chicago, IL 60606 and was first established at Chicago, Illinois in 10/13/1998. After operating for 27 years, TJM INVESTMENTS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TJM INVESTMENTS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. TJM INVESTMENTS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TJM INVESTMENTS, LLC are registered to handle securities or provide financial advice. The firm has 12 disclosures, 12 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TJM INVESTMENTS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TJM INVESTMENTS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.
Where the Statistical Data for TJM INVESTMENTS, LLC Comes From
Understanding the Statistics for TJM INVESTMENTS, LLC and How They Compare to Other Firms Through Our Analysis
Total Client Assets:
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FIRM INFORMATION
318 W. Adams Street Suite 900, Chicago, IL 60606
318 W. Adams Street 9th Floor, Chicago, IL 60606
Small
(312) 432-5100
Illinois since 10/13/1998
Limited Liability Company
December
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# |
|---|---|---|---|
| TJM HOLDINGS, LLC | HOLDING COMPANY | ||
| BEITLER, STEVE ALLEN | CHIEF EXECUTIVE OFFICER | 1893827 | |
| BURKE, JOHN TERRENCE | CHIEF OPERATING OFFICER | 2116593 | |
| DANG, STACY BINH | CHIEF COMPLIANCE OFFICER | 3143275 | |
| MURPHY, THOMAS JAMES | CO-MANAGER | 857354 | |
| RISINGER, COLLEEN SULLIVAN | FINOP CFO | 2812053 | |
| SKWERES, DENISE PAREJKO | FINOP CFO | 5332253 |
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Advisor's working at TJM INVESTMENTS, LLC
Daniel Christopher Mandernach
Jeffrey Scott Czerkies
William Alfred Babis
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