Overview
Assets Under Management: $922 million
Headquarters: GLENVIEW, IL
High-Net-Worth Clients: 218
Average Client Assets: $4 million
Frequently Asked Questions
COYLE FINANCIAL COUNSEL, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #110593), COYLE FINANCIAL COUNSEL, LLC is subject to fiduciary duty under federal law.
COYLE FINANCIAL COUNSEL, LLC is headquartered in GLENVIEW, IL.
COYLE FINANCIAL COUNSEL, LLC serves 218 high-net-worth clients according to their SEC filing dated February 25, 2025. View client details ↓
According to their SEC Form ADV, COYLE FINANCIAL COUNSEL, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
COYLE FINANCIAL COUNSEL, LLC manages $922 million in client assets according to their SEC filing dated February 25, 2025.
According to their SEC Form ADV, COYLE FINANCIAL COUNSEL, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 218
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 93.68
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 2,381
Discretionary Accounts: 1,931
Non-Discretionary Accounts: 450
Regulatory Filings
CRD Number: 110593
Last Filing Date: 2025-02-25 00:00:00
Website: https://coylefinancial.com