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Michael Joseph Kelly

PERFORMANCE TRUST CAPITAL PARTNERS, LLC·CHICAGO, Illinois
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
500 W. MADISON, CHICAGO, IL 60661CRD# 2018557Firm CRD# 36155

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Michael Joseph Kelly · CHICAGO, IL
Registration
CRD #2018557 · PERFORMANCE TRUST CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Michael Joseph Kelly 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.

02

Focus Areas

Specialties
Wealth Management
Financial Education
Client Types
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
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
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: BASED ON NUMBER OF HOLDINGS FOR PORTFOLIO ACCOUNTING SERVICE
Regulatory
SEC/IARD CRD# 2018557
Firm CRD# 36155
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael Joseph Kelly offer?
Michael Joseph Kelly specializes in Wealth Management, Financial Education. Contact their office in CHICAGO, Illinois for a consultation.
What are Michael Joseph Kelly's credentials?
Michael Joseph Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Joseph Kelly located?
Michael Joseph Kelly 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 Michael Joseph Kelly charge for services?
Michael Joseph Kelly'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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Other Advisors at PERFORMANCE TRUST CAPITAL PARTNERS, LLC

Edward Paul Thill
CHICAGO, IL
Craig Stephen Johnson
CHICAGO, IL
Chirag Shah
CHICAGO, IL
Joe Martin Hamilton
CHICAGO, IL
Laurence Dobosh
CHICAGO, IL
Anthony James Depalo
CHICAGO, IL

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Research
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