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COYLE FINANCIAL COUNSEL, LLC
COYLE FINANCIAL COUNSEL, LLC
COYLE
GLENVIEW, Illinois
·
5 registered advisors
·
CRD# 110593
SEC# 801-17378
1
847-441-5644
01
Firm Overview
AUM
$823M
Regulatory assets under management
Employees
22
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Market timing services
Compensation
Percentage of AUM
Hourly charges
Fixed fees
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at COYLE FINANCIAL COUNSEL, LLC
5 registered advisors
David Geoffrey Smestuen
GLENVIEW, Illinois
CRD# 7449682
Edward Joseph Kelly
GLENVIEW, Illinois
CRD# 1629002
Gary William Klaben
GLENVIEW, Illinois
CRD# 1482457
John Rolla Dragstrem
GLENVIEW, Illinois
CRD# 1490940
Kevin Thomas Coyle
GLENVIEW, Illinois
CRD# 1877243
05
Office Locations
GLENVIEW, Illinois
5 advisors
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Data sourced from SEC Form ADV filings. COYLE FINANCIAL COUNSEL, LLC (CRD# 110593) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.