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TRIFECTA CAPITAL ADVISORS, LLC
CRD 317391 · SEC 801-123043
400 SKOKIE BLVD, SUITE 455, NORTHBROOK, IL, 60062, United States
Phone
1-847-495-2464
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$927.4M
Discretionary AUM
$927.4M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $20.4M |
| High net worth individuals | 114 | $904.1M |
| Charitable organizations | 2 | $1.3M |
| Corporations/business entities | 6 | $1.7M |
States served
CA, CO, IL, LA, MI, NY, SC, WI, TX, FL
All web addresses on file
Official SEC filing: View on IAPD