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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Edward Bernard Coyle has been acting as President since 1 Apr 1972. Gary W Klaben joined the executive team most recently as the President.
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.
You can reach the main office by calling the phone number 847-441-5644 or by fax 847-441-5258. The normal business hours are 8:30am - 5:00pm on Monday - Friday.