Trifecta Capital Advisors, LLC
Trifecta Capital Advisors, LLC (CRD# 317391) is a financial advisory firm headquartered in Northbrook, IL. They manage $567,607,471 in 341 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management568MILLION
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Total Number of Accounts341ACCOUNTS
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Average Account Value$1,664,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, FL, IL, LA, TX, WI
Jeffrey Berman (CRD# 7480586) is an Investment Advisor Representative working at Trifecta Capital Advisors, LLC in Northbrook, IL and has over 2 years of experience in the finance industry.
Susan Oleari (CRD# 6660230) is an Investment Advisor Representative working at Trifecta Capital Advisors, LLC in Northbrook, IL and has over 2 years of experience in the finance industry.
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.