D3, Design Develop Deploy Financial Counselors (Downers Grove)

Name: D3, Design Develop Deploy Financial Counselors
Address: 1625 Prairie Avenue, Downers Grove, IL, 60515
Telephone: 630-964-2094

D3, Design Develop Deploy Financial Counselors is a large advisory firm based in Downers Grove. It manages $27 million of regulatory assets for 60 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Illinois.

D3, Design Develop Deploy Financial Counselors provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

D3, Design Develop Deploy Financial Counselors: assets under management

The assets under management (AUM) of D3, Design Develop Deploy Financial Counselors is $27 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $450 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay D3, Design Develop Deploy Financial Counselors 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.

Careers at D3, Design Develop Deploy Financial Counselors

D3, Design Develop Deploy Financial Counselors is owned by Donald Duane Duncan. Rebecca Hensley Connery joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Duane Duncan	Owner	1 Aug 1997	75% - 100%	2180060
Donald Duncan	Owner	1 Aug 1997	75% - 100%	2180060
Rebecca Hensley Connery	Chief compliance officer	1 Oct 2006	Other	5245753

Based in Downers Grove

The principal office where D3, Design Develop Deploy Financial Counselors performs its advisory services is located at 1625 Prairie Avenue, Downers Grove, IL 60515, 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 630-964-2094 or by fax 630-964-2094. The normal business hours are 8:30-5:00 on Monday - Friday. You can find more information about the New York firm at www.d3financialcounselors.com.