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PERFORMANCE TRUST CAPITAL PARTNERS, LLC
PERFORMANCE TRUST CAPITAL PARTNERS, LLC
CHICAGO, Illinois
·
18 registered advisors
·
CRD# 36155
SEC# 801-72427
1
312-521-1000
01
Firm Overview
AUM
$302M
Regulatory assets under management
Employees
357
Total firm employees
Advisors
18
Registered representatives
02
Services & Fees
Advisory Services
Selection of other advisers
Educational seminars/workshops
Charitable organization or education services
Other
Compensation
Percentage of AUM
Subscription fees
Other: BASED ON NUMBER OF HOLDINGS FOR PORTFOLIO ACCOUNTING SERVICE
03
Specialties
Wealth Management
Financial Education
04
Advisors at PERFORMANCE TRUST CAPITAL PARTNERS, LLC
18 registered advisors
Anthony James Depalo
CHICAGO, Illinois
CRD# 4689451
Chirag Shah
CHICAGO, Illinois
CRD# 4838599
Craig Stephen Johnson
CHICAGO, Illinois
CRD# 2339510
David George Gobberdiel
CHICAGO, Illinois
CRD# 5953568
David Raymond Salutric
CHICAGO, Illinois
CRD# 6146435
Edward Paul Thill
CHICAGO, Illinois
CRD# 3197500
James Varland Lorentsen
CHICAGO, Illinois
CRD# 2882871
Jason Alan Elder
CHICAGO, Illinois
CRD# 2440948
Jason Matthew Carver
CHICAGO, Illinois
CRD# 4681802
Joe Martin Hamilton
CHICAGO, Illinois
CRD# 2384699
John Brophy
CHICAGO, Illinois
CRD# 3159937
Kristin M Love
CHICAGO, Illinois
CRD# 4370951
Laurence Dobosh
CHICAGO, Illinois
CRD# 4541281
Michael Joseph Kelly
CHICAGO, Illinois
CRD# 2018557
Richard Scott Berg
CHICAGO, Illinois
CRD# 1077170
Ryan M Gazda
CHICAGO, Illinois
CRD# 4230980
Umrai Singh Gill
CHICAGO, Illinois
CRD# 4586445
Zachary Robert Johnson
CHICAGO, Illinois
CRD# 5192352
05
Office Locations
CHICAGO, Illinois
18 advisors
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Data sourced from SEC Form ADV filings. PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CRD# 36155) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.