Eileen Carney Ybanez

Coyle Capital, LLC

16 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Investment ManagementEstate PlanningTax PlanningHigh Net Worth

Coyle Capital, LLC

Compensation

Fee-Only (AUM)

Firm Size

6 advisors

Number of Clients

320 clients

Average Client Portfolio

$2.5M average

Assets Under Management

$800.5M

Fee Structure

Minimum Investment:None

Financial Planning:Included in AUM fee

Location

2802 Flintrock Trace, Suite B109, Lakeway, TX, 78738

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Eileen is the Director of Customer Service at Wolf Retirement Navigation, offering investment advisory services and insurance sales since 2017. This activity is nearly full-time.