Overview
Assets Under Management: $270 million
Headquarters: DOWNERS GROVE, IL
High-Net-Worth Clients: 108
Average Client Assets: $2.2 million
Frequently Asked Questions
D3 FINANCIAL COUNSELORS 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 #123600), D3 FINANCIAL COUNSELORS LLC is subject to fiduciary duty under federal law.
D3 FINANCIAL COUNSELORS LLC is headquartered in DOWNERS GROVE, IL.
D3 FINANCIAL COUNSELORS LLC serves 108 high-net-worth clients according to their SEC filing dated March 22, 2018. View client details ↓
According to their SEC Form ADV, D3 FINANCIAL COUNSELORS LLC offers financial planning and portfolio management for individuals. View all service details ↓
D3 FINANCIAL COUNSELORS LLC manages $270 million in client assets according to their SEC filing dated March 22, 2018.
According to their SEC Form ADV, D3 FINANCIAL COUNSELORS LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 108
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 86.30%
Average Client Assets: $2.2 million
Total Client Accounts: 184
Discretionary Accounts: 184
Regulatory Filings
CRD Number: 123600
Filing ID: 1196674
Last Filing Date: 2018-03-22 12:36:00