Trifecta Capital Advisors, LLC

Trifecta Capital Advisors, LLC (CRD# 317391) is a financial advisory firm headquartered in Northbrook, IL. They manage $297,269,926 in 125 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
400 Skokie Blvd, Suite 455, Northbrook, IL 60062
https://trifectacapitaladvisors.com
By the Numbers
  • Total Assets Under Management
    297
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $2,378,159
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
  • Selection of other advisers (including private fund managers)
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.

FL, IL, LA, TX

Financial Advisors at Trifecta Capital Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jeffrey Berman, financial advisor Northbrook IL
Jeffrey B. Berman
CRD#: 7480586
400 Skokie Blvd, Suite 455, Northbrook, IL 60062

Jeffrey Berman (CRD# 7480586) is an Investment Advisor Representative working at Trifecta Capital Advisors, LLC in Northbrook, IL and has 1 year of experience in the finance industry.

2
Susan Oleari, financial advisor Northbrook IL
Susan G. Oleari
CRD#: 6660230
400 Skokie Blvd, Suite 455, Northbrook, IL 60062

Susan Oleari (CRD# 6660230) is an Investment Advisor Representative working at Trifecta Capital Advisors, LLC in Northbrook, IL and has 1 year of experience in the finance industry.

3
Paul Tromp, financial advisor Northbrook IL
Paul A. Tromp
CRD#: 4980542
400 Skokie Blvd, Suite 455, Northbrook, IL 60062

Paul Tromp (CRD# 4980542) is an Investment Advisor Representative working at Trifecta Capital Advisors, LLC in Northbrook, IL and has 1 year of experience in the finance industry. Paul Tromp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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