Unclaimed Profile

Kristin M Love

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois

PERFORMANCE TRUST CAPITAL PARTNERS, LLC

500 W. MADISON, CHICAGO, IL 60661CRD# 4370951Firm CRD# 36155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristin M Love · CHICAGO, IL

Registration

CRD #4370951 · PERFORMANCE TRUST CAPITAL PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

2 disclosures on file · See FINRA BrokerCheck for full record

About

Kristin M Love is a registered financial advisor based in CHICAGO, Illinois, affiliated with PERFORMANCE TRUST CAPITAL PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Wealth Management

Financial Education

Client Types

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

PERFORMANCE TRUST CAPITAL PARTNERS, LLC

AUM

$302M

Regulatory assets under management

Employees

357

Total firm employees

View all advisors at PERFORMANCE TRUST CAPITAL PARTNERS, LLC →

Services

Selection of other advisers

Educational seminars/workshops

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Subscription fees

Other: BASED ON NUMBER OF HOLDINGS FOR PORTFOLIO ACCOUNTING SERVICE

Regulatory

SEC/IARD CRD# 4370951

Firm CRD# 36155

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristin M Love offer?

Kristin M Love specializes in Wealth Management, Financial Education. Contact their office in CHICAGO, Illinois for a consultation.

What are Kristin M Love's credentials?

Kristin M Love is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristin M Love located?

Kristin M Love is based in CHICAGO, Illinois, working with PERFORMANCE TRUST CAPITAL PARTNERS, LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Kristin M Love charge for services?

Kristin M Love's firm is compensated through percentage of aum, subscription fees, other: based on number of holdings for portfolio accounting service. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PERFORMANCE TRUST CAPITAL PARTNERS, LLC?

PERFORMANCE TRUST CAPITAL PARTNERS, LLC has approximately 357 employees and manages $302M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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