Coyle Financial Counsel, LLC is a large advisory firm based in Glenview. It manages $586.65 million of regulatory assets for 2,041 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of California, Colorado, Florida, and 8 other states.
Coyle Financial Counsel provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for approximately 2,000 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Coyle Financial Counsel, LLC is $586.65 million. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Coyle Financial Counsel, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Gary William Klaben is high net worth individuals with 185 clients and $533.52 million of assets under management. Among the 11 most similar advisory firms, Coyle Financial Counsel has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $586.65 million for 388 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Coyle Financial Counsel doesn't advise any private funds.
The company employs 19 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. 9 employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Gary William Klaben has been acting as President since 1 Oct 2015. John R. Dragstrem 2004 Revocable Trust joined the executive team most recently as the Owner.
The principal office where Coyle Financial Counsel, LLC performs its advisory services is located at 2700 Patriot Blvd., Glenview, IL 60026, which is also the mailing address of the firm. An additional office of the firm is in Naples, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 847-441-5644 or by fax 847-441-5258. The normal business hours are 8:30am - 5:00pm on Monday - Friday. You can find more information about the New York firm at coylefinancial.com.