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James Alexander Foley

3 TWELVE CAPITAL, LP·GLENVIEW, Illinois
Clean record3 TWELVE CAPITAL, LP
2700 PATRIOT BLVD., STE 410, GLENVIEW, IL 60026-8067CRD# 4053328Firm CRD# 161162

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Alexander Foley · GLENVIEW, IL
Registration
CRD #4053328 · 3 TWELVE CAPITAL, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Alexander Foley is a registered financial advisor based in GLENVIEW, Illinois, affiliated with 3 TWELVE CAPITAL, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
3 TWELVE CAPITAL, LP
3 TWELVE CAPITAL
AUM
$179M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at 3 TWELVE CAPITAL, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4053328
Firm CRD# 161162
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Alexander Foley offer?
James Alexander Foley specializes in Retirement Planning. Contact their office in GLENVIEW, Illinois for a consultation.
What are James Alexander Foley's credentials?
James Alexander Foley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Alexander Foley located?
James Alexander Foley is based in GLENVIEW, Illinois, working with 3 TWELVE CAPITAL, LP. Their office serves clients in the GLENVIEW metropolitan area and surrounding communities.
How does James Alexander Foley charge for services?
James Alexander Foley's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is 3 TWELVE CAPITAL, LP?
3 TWELVE CAPITAL, LP is a registered investment adviser with the SEC, managing $179M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at 3 TWELVE CAPITAL, LP

Christopher Joseph Petherick
GLENVIEW, IL
Mohsinuddin Ansari
GLENVIEW, IL

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