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.
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 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. 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.
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.
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.