Overview
Assets Under Management: $922 million
Headquarters: GLENVIEW, IL
High-Net-Worth Clients: 218
Average Client Assets: $4 million
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