Sheridan Road Financial

  • Financial Services
  • Northbrook IL
  • 10 employees
  • Investment Management
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Company Overview

Headquarters
707 Skokie Boulevard Suite 400, Northbrook IL
Website
sheridanroad.com
Phone
(847) 205-9073
Employees
10
Founded in
2005
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
NAICS Code 5239 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$10B

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Who is Sheridan Road Financial

Sheridan Road Financial is a privately-held company located in Northbrook, Illinois. It is a financially focused institution with a staff of 10 employees and generates an annual revenue of $9.7 million. Sheridan Road Financial provides a range of financial services designed to help individuals and institutions plan for retirement and achieve their financial goals. Their services encompass Institutional Investment Consulting, Executive Benefits, Participant Services, Wealth Management, and Financial Planning. The company is part of HUB International’s Retirement, Institutional and Private Wealth Team, giving them a national presence alongside a network of advisors. Those interested in learning more about Sheridan Road Financial's services or locations in which they are registered to operate can visit their website at www.sheridanroad.com. Securities are offered through LPL Financial, a Member SIPC (sipc.org), while advisory services are provided through Sheridan Road Advisors, LLC, a HUB International Company and SEC registered investment advisor.

Sheridan Road Financial Industry Tags

Retirement and Investment Consulting
Wealth Management
Consulting on Non Qualified Deferred Compensation
Financial Wellness
401k Plans
Retirement Income Distribution
Executive Benefits
Defined Benefit Plans
403b Plans
Investment Bank/Securities Brokerage
Financial Advisory Services
Financial Services
Investment Banking Asset Management
Finance
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Sheridan Road Financial Tech Stack

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FAQ

What is the location of Sheridan Road Financial's headquarters?
The headquarters of Sheridan Road Financial are situated at 707 Skokie Boulevard Suite 400, Northbrook IL
What is Sheridan Road Financial's phone number?
Sheridan Road Financial's contact number is (847) 205-9073.
What is Sheridan Road Financial's official website?
The official website of Sheridan Road Financial can be found at sheridanroad.com.
What is Sheridan Road Financial's current revenue?
As of February 2015, Sheridan Road Financial's annual revenue reached $10B.
How many employees does Sheridan Road Financial currently have?
Sheridan Road Financial employs approximately 10+ people as of February 2015
Which industries is Sheridan Road Financial primarily operating in?
Sheridan Road Financial operates in the following industries: Credit, Finance, Investment Management
What are Sheridan Road Financial's industry tags?
Sheridan Road Financial's industry tags include: Retirement and Investment Consulting, Wealth Management, Consulting on Non Qualified Deferred Compensation
When was Sheridan Road Financial founded?
Sheridan Road Financial was founded in 2005.

Employee Directory

Key Employees

Karen Campbell

Chief Financial Officer

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