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Adam Jeffrey Glassberg

D3 FINANCIAL COUNSELORS LLC·DOWNERS GROVE, Illinois
Clean record15 years registeredD3 FINANCIAL COUNSELORS LLC
5151 MOCHEL DRIVE, DOWNERS GROVE, IL 60515CRD# 5938760Firm CRD# 123600

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Adam Jeffrey Glassberg · DOWNERS GROVE, IL
Registration
CRD #5938760 · D3 FINANCIAL COUNSELORS LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

SAVANT WEALTH MANAGEMENT
Oct 2018 – present
D3 FINANCIAL COUNSELORS LLC
Jun 2011 – Dec 2018
DOWNERS GROVE, IL
02

Registrations & Exams

Registration record
First registered · June 14, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
D3 FINANCIAL COUNSELORS LLC
CRD 123600 · SEC 801-79401
AUM
$270M
Regulatory assets under management
Employees
9
184 client accounts
Services offered by D3 FINANCIAL COUNSELORS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at D3 FINANCIAL COUNSELORS LLC →
Introduction

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05

Frequently Asked Questions

What services does Adam Jeffrey Glassberg offer?
Adam Jeffrey Glassberg specializes in Financial Planning, Investment Management. Contact their office in DOWNERS GROVE, Illinois for a consultation.
What are Adam Jeffrey Glassberg's credentials?
Adam Jeffrey Glassberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Jeffrey Glassberg located?
Adam Jeffrey Glassberg is based in DOWNERS GROVE, Illinois, working with D3 FINANCIAL COUNSELORS LLC. Their office serves clients in the DOWNERS GROVE metropolitan area and surrounding communities.
How does Adam Jeffrey Glassberg charge for services?
Adam Jeffrey Glassberg's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is D3 FINANCIAL COUNSELORS LLC?
D3 FINANCIAL COUNSELORS LLC has approximately 9 employees and manages $270M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at D3 FINANCIAL COUNSELORS LLC

Donald Duane Duncan
DOWNERS GROVE, IL

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