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Edward Joseph Kelly

COYLE FINANCIAL COUNSEL, LLC·GLENVIEW, Illinois
Unclaimed Profile
2700 PATRIOT BLVD., GLENVIEW, IL 60026CRD# 1629002Firm CRD# 110593
01

About

Edward Joseph Kelly is a registered financial advisor based in GLENVIEW, Illinois, affiliated with COYLE FINANCIAL COUNSEL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
COYLE FINANCIAL COUNSEL, LLC
COYLE
AUM
$823M
Regulatory assets under management
Employees
22
Total firm employees
View all advisors at COYLE FINANCIAL COUNSEL, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 1629002
Firm CRD# 110593
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Joseph Kelly offer?
Edward Joseph Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GLENVIEW, Illinois for a consultation.
What are Edward Joseph Kelly's credentials?
Edward Joseph Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Joseph Kelly located?
Edward Joseph Kelly is based in GLENVIEW, Illinois, working with COYLE FINANCIAL COUNSEL, LLC. Their office serves clients in the GLENVIEW metropolitan area and surrounding communities.
How does Edward Joseph Kelly charge for services?
Edward Joseph Kelly's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is COYLE FINANCIAL COUNSEL, LLC?
COYLE FINANCIAL COUNSEL, LLC has approximately 22 employees and manages $823M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in GLENVIEW
Victor Phillip Viner — V2 CAPITAL, LLCMichael Ross Holleb — V2 CAPITAL, LLCGary William Klaben — COYLE FINANCIAL COUNSEL, LLCKevin Thomas Coyle — COYLE FINANCIAL COUNSEL, LLCBrett James Novosel — V2 CAPITAL, LLC
Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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