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| Coyle Financial Counsel LLC
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|
|---|---|
| CRD # | 110593 |
| SEC # | 801-17378 |
| CIK # | 0001593038 |
| AUM | $823.0 MM (2024-03-15) |
| Employees | 22 (45% Investors, 0% Brokers) |
| Phone | 847-441-5644 |
| Address | 2700 Patriot Blvd Glenview, IL 60026 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| CLH | 4,778.9 | 3.7 | |
| LKQ | 14,124.7 | 3.4 | |
| BERY | 7,317.6 | 3.3 | |
| GPK | 6,301.8 | 3.3 | |
| PGR | 67,509.2 | 2.9 | |
| AAPL | 2,382,844.0 | 2.9 | |
| NVDA | 399,550.0 | 2.8 | |
| RBA | 6,927.9 | 2.5 | |
| CRH | 26,132.3 | 2.4 | |
| FDX | 62,226.1 | 2.4 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 94.6 |
| (b) Individuals (high net worth individuals) | 182 | 728.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,282 | 823.0 |
| By Discretionary | ||
| Discretionary | 1,846 | 723.2 |
| Non-Discretionary | 436 | 99.9 |
| Total | 2,282 | 823.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 823.0 | |
| Total | 2,282 | 823.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001593038] |
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|---|---|---|
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|
KY | 0.8 |
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Everest Financial Group LLC
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Sharkey Howes & Javer Inc
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CT | 0.8 |
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Black Coral Financial Advisors LLC
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|
Realta Investment Advisors Inc
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DE | 0.8 |
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Financial Advisors Network Inc
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CA | 0.8 |