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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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