David
Howland

Performance Trust Capital Partners, LLC

CRD#2195814
Investment Advisor
in Chicago, IL

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About this Advisor

David Howland is a financial advisor who works in Chicago, Illinois with a total of 11 years of industry experience. Howland is an employee of Performance Trust Capital Partners, LLC. They have spent their entire time as a financial advisor at Performance Trust Capital Partners, Llc. Howland has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Illinois. Performance Trust Capital Partners, LLC is a financial advisory company that has its headquarters in Chicago, IL. The investment advisory business has a total of 357 advisors. It administers $302 million in total assets between its two accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. Performance Trust Capital Partners, LLC offers a wide set of services, such as portfolio management for institutional clients, security rating services, educational seminars and other services. A financial advisor's fee schedules depend on which service is offered. However, fees billed by Performance Trust Capital Partners, LLC most likely are comprised of asset-based, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Portfolio management for businesses or institutional clients, Security ratings or pricing services, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

500 W. Madison Suite 450
Chicago, IL 60661

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Performance Trust Capital Partners, LLC Brokerage Details

Total Assets Under Management

$301,689,867

IL Average: $6,674,516,078
Total Number of Employees

357

IL Average: 44
Total Number of Accounts

2

IL Average: 2,564
Average Account Size

$150,844,934

IL Average: $2,603,165

Investment Advisory Services

  • Portfolio management for businesses or institutional clients
  • Security ratings or pricing services
  • Educational seminars/workshops
  • Other

David Howland Work History

David has been registered as a financial advisor for 11 years.*

2005 - Present (19 years)

Performance Trust Capital Partners, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Howland to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Performance Trust Capital Partners, LLC

James Toliver
Chicago, IL
Karl Brorson
Chicago, IL
Andrew Pace
Chicago, IL
Mina Yang
Chicago, IL
David Howland
Chicago, IL

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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