TRIFECTA CAPITAL ADVISORS, LLC

400 Skokie Blvd
Suite 455
Northbrook, Illinois 60062
Tel: 1-847-495-2464

About TRIFECTA CAPITAL ADVISORS, LLC

TRIFECTA CAPITAL ADVISORS, LLC, formally registered with the SEC as TRIFECTA CAPITAL ADVISORS, LLC. The firm was established in 01/14/2022. They have over 1 offices throughout the country.

TRIFECTA CAPITAL ADVISORS, LLC is a Northbrook, Illinois based Financial Planning firm with nearly $567,607,471 assets under management, offering retirement planning & investment advisory services to 341 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	317391
SEC#	801-123043
Assets Managed by Firm	$567,607,471
No. of Clients	341
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	341	$567,607,471
Individuals (other than high net worth individuals)	15	$6,085,925
High net worth individuals	90	$559,989,857
Charitable organizations	2	$955,020
Corporations or other businesses	1	$576,669

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