COYLE

2700 Patriot Blvd.
Suite 440
Glenview, Illinois 60026
Tel: 847-441-5644

About COYLE

COYLE, formally registered with the SEC as COYLE. The firm was established in 07/22/1982. They have over 2 offices throughout the country.

COYLE is a Glenview, Illinois based Financial Planning firm with nearly $922,183,434 assets under management, offering retirement planning & investment advisory services to 2381 clients. The firm is staffed with 22 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	110593
SEC#	801-17378
Assets Managed by Firm	$922,183,434
No. of Clients	2381
No. of Advisors	22

Fee Structure

A percentage of AUM
Hourly charges
Subscription fees
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	2381	$922,183,434
Individuals (other than high net worth individuals)	207	$57,885,668
High net worth individuals	218	$863,862,961
Charitable organizations	1	$434,805

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