Performance Trust Capital Partners, LLC

Performance Trust Capital Partners, LLC (CRD# 36155) is a financial advisory firm headquartered in Chicago, IL. They manage $219,438,454 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    219
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $109,719,227
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 - 5 of 5 top financial advisors.
1
David R. Howland
CRD#: 2195814
500 W. Madison, Suite 450, Chicago, IL 60661

David Howland (CRD# 2195814) is an Investment Advisor Representative working at Performance Trust Capital Partners, LLC in Chicago, IL and has over 29 years of experience in the finance industry.

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

Mina Yang (CRD# 4825770) is an Investment Advisor Representative working at Performance Trust Capital Partners, LLC in Chicago, IL and has over 16 years of experience in the finance industry.

3
Karl R. Brorson
CRD#: 5091122
500 W. Madison, Suite 450, Chicago, IL 60661

Karl Brorson (CRD# 5091122) is an Investment Advisor Representative working at Performance Trust Capital Partners, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

4
Andrew D. Pace
CRD#: 5495199
500 W. Madison, Suite 450, Chicago, IL 60661

Andrew Pace (CRD# 5495199) is an Investment Advisor Representative working at Performance Trust Capital Partners, LLC in Chicago, IL and has over 13 years of experience in the finance industry.

5
James A. Toliver
CRD#: 4830325
500 W. Madison, Suite 450, Chicago, IL 60661

James Toliver (CRD# 4830325) is an Investment Advisor Representative working at Performance Trust Capital Partners, LLC in Chicago, IL and has over 11 years of experience in the finance industry.

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