Coyle

Coyle (CRD# 110593) is a financial advisory firm headquartered in Glenview, IL. They manage $823,044,135 in 2,282 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
2700 Patriot Blvd., Suite 440, Glenview, IL 60026
https://www.youtube.com/user/coylefinancial
By the Numbers
  • Total Assets Under Management
    823
    MILLION
  • Total Number of Accounts
    2,282
    ACCOUNTS
  • Average Account Value
    $360,668
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, FL, IL, IN, NC, NE, NY, TN, TX, VA, WI

Financial Advisors at Coyle
Showing 11 - 12 of 12 top financial advisors.
11
Rahul Shirahatti, financial advisor Glenview IL
Rahul P. Shirahatti
CRD#: 7804663
2700 Patriot Blvd., Suite 440, Glenview, IL 60026

Rahul Shirahatti (CRD# 7804663) is an Investment Advisor Representative working at Coyle in Glenview, IL and has 1 year of experience in the finance industry.

12
David Smestuen, financial advisor Glenview IL
David G. Smestuen
CRD#: 7449682
2700 Patriot Blvd., Suite 440, Glenview, IL 60026

David Smestuen (CRD# 7449682) is an Investment Advisor Representative working at Coyle in Glenview, IL and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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