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Coyle Financial Counsel, LLC

● SEC registered since 1982CRD 110593SEC# 801-17378Glenview, IL
Export (members)
Reg. AUM
$922.2M
Employees
22
Accounts
2,381
Location
Glenview, IL

Coyle Financial Counsel, LLC assets under management

Coyle Financial Counsel, LLC is an investment advisory firm registered with the SEC based in Glenview, IL. The firm has been registered since 1982. It reports $922.2 million in regulatory assets under management and employs 22 people.
www.youtube.com/user/coylefinancialView on SEC.gov ↗

Coyle Financial Counsel, LLC owners & executives

6 reported
NameTitleOwnershipSince
Coyle Holdings LLC ControlOwnerOver 75%2015
David Geoffrey Smestuen ControlCcoUnder 5%2021
Gary William Klaben ControlPresident/Managing MemberUnder 5%2015
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Frequently asked questions

How much does Coyle Financial Counsel, LLC manage?

Coyle Financial Counsel, LLC reports $922.2 million in regulatory assets under management on its Form ADV.

How many employees does Coyle Financial Counsel, LLC have?

Coyle Financial Counsel, LLC reports 22 employees.

Where is Coyle Financial Counsel, LLC located?

Coyle Financial Counsel, LLC is based in Glenview, IL and has been SEC-registered since 1982.

Does Coyle Financial Counsel, LLC disclose fund performance?

Coyle Financial Counsel, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2700 Patriot Blvd., Suite 440, Glenview, IL 60026
Phone847-441-5644
Fax847-441-5258
Office hours8:30a.m. - 5:00p.m.
SEC regionChicago Regional Office (CHRO)
CIK1593038
Discloses disciplinary historyNo

Assets under management

Discretionary$808.6M
Non-discretionary$113.6M
Total (RAUM)$922.2M