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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) |
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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 ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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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 |
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13F-HR | [0001593038] |
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Private Client Services LLC
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KY | 0.8 |
Everest Financial Group LLC
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MN | 0.8 |
Opal Wealth Advisors LLC
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NY | 0.8 |
Sharkey Howes & Javer Inc
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CO | 0.8 |
Reagan Companies Asset Management Inc
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NY | 0.8 |
The Joseph Group LLC
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OH | 0.8 |
Kelly Financial Group LLC
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CT | 0.8 |
Black Coral Financial Advisors LLC
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NJ | 0.8 |
Realta Investment Advisors Inc
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DE | 0.8 |
Financial Advisors Network Inc
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CA | 0.8 |