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D3 FINANCIAL COUNSELORS LLC
D3 FINANCIAL COUNSELORS LLC
DOWNERS GROVE, Illinois
·
3 registered advisors
·
CRD# 123600
SEC# 801-79401
2
630-271-0033
01
Firm Overview
AUM
$270M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
04
Advisors at D3 FINANCIAL COUNSELORS LLC
3 registered advisors
Adam Jeffrey Glassberg
DOWNERS GROVE, Illinois
CRD# 5938760
Donald Duane Duncan
DOWNERS GROVE, Illinois
CRD# 2180060
Micheal Neal Meyers
DOWNERS GROVE, Illinois
CRD# 5312980
05
Office Locations
DOWNERS GROVE, Illinois
3 advisors
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Data sourced from SEC Form ADV filings. D3 FINANCIAL COUNSELORS LLC (CRD# 123600) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.