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Building 2COYLE

Map pinGLENVIEW, IL
Phone847-441-5644
NotebookSEC #801-17378
Total AUM
$1B
Employees
24
Clients
439

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 PATRIOT BLVD.
SUITE 440
GLENVIEW
IL 60026
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
847-441-5644
Other Offices
6

ReceiptFinancials

Total AUM
$1B
Accounts
2,270
Discretionary
$933.2M
Accounts
1,889
Non-Discretionary
$116.2M
Accounts
381

ContactClients

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Individual Clients
204
AUM
$51.5M
HNW Individual Clients
234
AUM
$997.5M
Charitable Organization Clients
1
AUM
$443.9K

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLILINMDNCNENYTNTXVAWI

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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