RIA Intelligence

D3 FINANCIAL COUNSELORS LLC

CRD #123600 SEC #801-79401 DOWNERS GROVE, IL 630-271-0033
SEC Registered
Total AUM
$270M
Discretionary
$270M
Employees
9
Clients
101
Accounts
184

AUM Over Time

DateMar 2018
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees9
Clients60
DateMar 2018
Total AUM$270M
Discretionary$270M
Non-Disc.$0
Employees9
Clients60
DateDec 2017
Total AUM$258M
Discretionary$258M
Non-Disc.$0
Employees9
Clients50
DateApr 2017
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees9
Clients200
DateMar 2017
Total AUM$210M
Discretionary$210M
Non-Disc.$0
Employees9
Clients200
DateOct 2016
Total AUM$174M
Discretionary$174M
Non-Disc.$0
Employees9
Clients100
DateMar 2016
Total AUM$144M
Discretionary$144M
Non-Disc.$0
Employees9
Clients100
DateDec 2015
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees8
Clients100
DateNov 2015
Total AUM$140M
Discretionary$140M
Non-Disc.$0
Employees8
Clients100
DateJul 2015
Total AUM$135M
Discretionary$135M
Non-Disc.$0
Employees7
Clients100
DateJul 2015
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees7
Clients100
DateMar 2015
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees7
Clients100
DateJan 2015
Total AUM$117M
Discretionary$117M
Non-Disc.$0
Employees7
Clients100
DateMay 2014
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees7
Clients26
DateMar 2014
Total AUM$102M
Discretionary$102M
Non-Disc.$0
Employees7
Clients26
DateMar 2012
Total AUM$75M
Discretionary$75M
Non-Disc.$0
Employees1
Clients26
DateDec 2011
Total AUM$70M
Discretionary$70M
Non-Disc.$0
Employees1
Clients26
DateAug 2011
Total AUM$63M
Discretionary$63M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$61.5M
Discretionary$61.5M
Non-Disc.$0
Employees5
Clients--
DateJul 2010
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$53.5M
Discretionary$53.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$36.8M
Discretionary$36.8M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees5
Clients--
DateJan 2008
Total AUM$42.5M
Discretionary$42.5M
Non-Disc.$0
Employees5
Clients--
DateFeb 2007
Total AUM$30M
Discretionary$30M
Non-Disc.$0
Employees5
Clients--