Coyle Asset Management Co (Glenview)

Coyle Asset Management Co is a large advisory firm based in Glenview. It manages $102.22 million of regulatory assets for 460 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida, Illinois, Nebraska, Texas, and Wisconsin.

Coyle Asset Management provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and publication of newsletters. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Coyle Asset Management: assets under management

The assets under management (AUM) of Coyle Asset Management Co is $102.22 million. The firm's AUM has gone down by -4% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $82.82 million in discretionary accounts and $19.4 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $223.84 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $215.51 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Coyle Asset Management Co for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Coyle Asset Management Co

Edward Bernard Coyle has been acting as President since 1 Apr 1972. Gary W Klaben joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Edward Bernard Coyle	Chairman	1 Apr 1972	75% - 100%	55994
Edward Joseph Kelly	Chief compliance officer	1 Sep 1997	Other	1629002
Gary W Klaben	President	1 Jun 2000	Other	1482457
Kevin Thomas Coyle	Vice president	1 Jun 2000	Other	1877243
Edward Joseph Kelly	Secretary/treasurer	1 Jun 2000	Other	1629002
Gary William Klaben	President	1 Jun 2000	25% - 50%	1482457

Based in Glenview

The principal office where Coyle Asset Management Co performs its advisory services is located at 2700 Patriot Blvd., Glenview, IL 60026, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.