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Donatelli & Coules Financial Advisors
Donatelli & Coules Financial Advisors, LLC is a state-registered investment adviser with its main office in Hinsdale, IL. The firm serves clients nationwide.
Overview
Donatelli & Coules Financial Advisors, LLC is a state-registered investment adviser with its main office in Hinsdale, IL. The firm serves clients nationwide.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
Frequently asked questions
How is Donatelli & Coules structured as a fiduciary?
As a registered investment advisor operating in the United States, Donatelli & Coules Financial Advisors is legally bound by a fiduciary duty to its clients. This means the firm must place client interests ahead of its own when making investment recommendations, a standard that distinguishes RIAs from broker-dealers who operate under a less stringent suitability standard. The firm's LLC structure reinforces this independence, as the principals own the equity and are not beholden to a parent company's product distribution goals.
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