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).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Conifer Bay Capital LLC
Showing 1 - 2 of 2 top financial advisors.
1
Benjamin J. Armstrong
CRD#: 1892842
Winnetka, IL

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 A. Guido
CRD#: 7216750
Kildeer, IL

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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.