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Building 2TRIFECTA CAPITAL ADVISORS, LLC

Map pinNORTHBROOK, IL
Phone1-847-495-2464
NotebookSEC #801-123043
Total AUM
$927.4M
Employees
3
Clients
159

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
400 SKOKIE BLVD
SUITE 455
NORTHBROOK
IL 60062
United States
Operating Hours
8:00 AM- 5:00 PM
Monday - Friday
Phone
1-847-495-2464

ReceiptFinancials

Total AUM
$927.4M
Accounts
504
Discretionary
$927.4M
Accounts
504
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
37
AUM
$20.4M
HNW Individual Clients
114
AUM
$904.1M
Charitable Organization Clients
2
AUM
$1.3M
Corporation or Business Clients
6
AUM
$1.7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILLAMINYSCTXWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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