Performance Trust Capital Partners, LLC

Performance Trust Capital Partners, LLC (CRD# 36155) is a financial advisory firm headquartered in Chicago, IL. They manage $212,116,730 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    212
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $106,058,365
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Security ratings or pricing services
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL

Financial Advisors at Performance Trust Capital Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
David R. Howland
CRD#: 2195814
500 W. Madison, Suite 450, Chicago, IL 60661
93
Wealthminder
score

David Howland (CRD# 2195814) is an Investment Advisor Representative working at Performance Trust Capital Partners, LLC in Chicago, IL and has over 24 years of experience in the finance industry.

2
Mina Yang
CRD#: 4825770
500 W. Madison, Suite 450, Chicago, IL 60661
93
Wealthminder
score

Mina Yang (CRD# 4825770) is an Investment Advisor Representative working at Performance Trust Capital Partners, LLC in Chicago, IL and has over 12 years of experience in the finance industry.

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