ENERGIZE CAPITAL LLC

One South Wacker Drive
Suite 1120
Chicago, Illinois 60606
Tel: 312-724-7742

About ENERGIZE CAPITAL LLC

ENERGIZE CAPITAL LLC, formally registered with the SEC as ENERGIZE CAPITAL LLC. The firm was established in 11/28/2023. They have over 3 offices throughout the country.

ENERGIZE CAPITAL LLC is a Chicago, Illinois based Financial Planning firm with nearly $1,414,702,949 assets under management, offering retirement planning & investment advisory services to 20 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	289047
SEC#	801-129111
Assets Managed by Firm	$1,414,702,949
No. of Clients	20
No. of Advisors	18

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	20	$1,414,702,949

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