AdvisorOS Directory
Claim Profile
SH

Shane Bradley Hoover

PHASE 3 CAPITAL MANAGEMENT LLC·NORTHBROOK, Illinois
Unclaimed Profile
650 DUNDEE ROAD, NORTHBROOK, IL 60062CRD# 4006017Firm CRD# 294408
01

About

Shane Bradley Hoover is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with PHASE 3 CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
PHASE 3 CAPITAL MANAGEMENT LLC
PHASE 3 CAPITAL MANAGEMENT LLC
AUM
$1.3B
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at PHASE 3 CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: OPERATING EXPENSE PASS THROUGH
Regulatory
SEC/IARD CRD# 4006017
Firm CRD# 294408
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NORTHBROOK?

Browse all registered financial advisors in NORTHBROOK, Illinois or claim this profile if it's yours.

Browse NORTHBROOK AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Shane Bradley Hoover offer?
Shane Bradley Hoover specializes in Retirement Planning. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Shane Bradley Hoover's credentials?
Shane Bradley Hoover is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Shane Bradley Hoover located?
Shane Bradley Hoover is based in NORTHBROOK, Illinois, working with PHASE 3 CAPITAL MANAGEMENT LLC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Shane Bradley Hoover charge for services?
Shane Bradley Hoover's firm is compensated through percentage of aum, performance-based fees, other: operating expense pass through. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PHASE 3 CAPITAL MANAGEMENT LLC?
PHASE 3 CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PHASE 3 CAPITAL MANAGEMENT LLC

Karim Said Alwan
NORTHBROOK, IL
Ethan Scott Youderian
NORTHBROOK, IL

More Advisors in NORTHBROOK, Illinois

Douglas Todd Granat
TRIGRAN INVESTMENTS, INC.·NORTHBROOK, IL
Alan Miles Morgan
AMM ACCOUNTING SERVICES INC·NORTHBROOK, IL
Bradley Adam Mendel
MENDEL MONEY MANAGEMENT INC·NORTHBROOK, IL
Daniel Benjamin Borstein
BOON CAPITAL ADVISORS LLC·NORTHBROOK, IL
Gary Sanders Hokin
DIAMOND ASSET MANAGEMENT, LLC·NORTHBROOK, IL
Jeffrey Stephen Ross
MAIN STREET INVESTMENT ADVISORS, LLC·NORTHBROOK, IL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)EVANSTON (103)DOWNERS GROVE (83)ROCKFORD (70)SPRINGFIELD (68)WHEATON (68)OAKBROOK TERRACE (66)DEERFIELD (60)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
Request removal of this profile