Conifer Bay Capital LLC
Conifer Bay Capital LLC (CRD# 287829) is a financial advisory firm headquartered in Winnetka, IL. They manage $63,100,000 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management63MILLION
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Total Number of Accounts82ACCOUNTS
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Average Account Value$769,512
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IL
Financial Advisors at Conifer Bay Capital LLC
1
Benjamin Armstrong (CRD# 1892842) is an Investment Advisor Representative working at Conifer Bay Capital LLC in Winnetka, IL and has over 34 years of experience in the finance industry.
2
Lindsay Guido (CRD# 7216750) is an Investment Advisor Representative working at Conifer Bay Capital LLC in Kildeer, IL and has over 4 years of experience in the finance industry.
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