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LEELYN SMITH, LLC
10 N. Third Street
Geneva, Illinois 60134
Tel: 630-232-8995
About LEELYN SMITH, LLC
LEELYN SMITH, LLC, formally registered with the SEC as LEELYN SMITH, LLC. The firm was established in 06/14/2018. They have over 7 offices throughout the country.
LEELYN SMITH, LLC is a Geneva, Illinois based Financial Planning firm with nearly $603,362,816 assets under management, offering retirement planning & investment advisory services to 1416 clients. The firm is staffed with 19 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 110517 |
| SEC# | 801-113460 |
| Assets Managed by Firm | $603,362,816 |
| No. of Clients | 1416 |
| No. of Advisors | 19 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1416 | $603,362,816 |
| Individuals (other than high net worth individuals) | 603 | $256,920,702 |
| High net worth individuals | 131 | $343,588,858 |
| Pension and profit sharing plans | 11 | $2,853,256 |
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