Rahul
Shirahatti

Coyle

CRD#7804663
Investment Advisor
in Glenview, IL

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About this Advisor

Rahul Shirahatti is a financial advisor based in Glenview, Illinois, working with Coyle. Rahul has previously held positions at Coyle Financial Counsel, LLC, The Boeing Company, Saint Louis University, and Waubonsie Valley High School. Rahul has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, Rahul is part of Coyle, which operates out of Glenview, Illinois. The firm has 1 office and 22 employees. The firm manages assets totaling $823.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Coyle includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Subscription Fees, Fixed Fees

Office Location

2700 Patriot Blvd. Suite 440
Glenview, IL 60026

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Coyle Brokerage Details

Total Assets Under Management

$823,044,135

IL Average: $6,674,516,078
Total Number of Employees

22

IL Average: 44
Total Number of Accounts

2,282

IL Average: 2,564
Average Account Size

$360,668

IL Average: $2,603,165

Investment Advisory Services

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

Rahul Shirahatti Work History

2023 - Present (1 year)

Coyle Financial Counsel, LLC

2022 - 2023 (1 year)

The Boeing Company

2018 - 2022 (4 years)

Saint Louis University

2014 - 2018 (4 years)

Waubonsie Valley High School

Disclosures

Please visit the SEC profile of Rahul Shirahatti to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Coyle

William Palmer
Naples, FL
Rachelle Rodman
Sacramento, CA
Jenny Selvaggio
Glenview, IL
Rahul Shirahatti
Glenview, IL
Derek Kyler
Glenview, IL
John Finley
Glenview, IL
Adam Blonsky
Glenview, IL
David Smestuen
Glenview, IL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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