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Ann Sharon Montgomery

LEELYN SMITH, LLC·GENEVA, Illinois
Unclaimed Profile
10 N. THIRD STREET, GENEVA, IL 60134CRD# 4312002Firm CRD# 110517
01

About

Ann Sharon Montgomery is a registered financial advisor based in GENEVA, Illinois, affiliated with LEELYN SMITH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEELYN SMITH, LLC
LEELYN SMITH, LLC
AUM
$603M
Regulatory assets under management
Employees
19
Total firm employees
View all advisors at LEELYN SMITH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4312002
Firm CRD# 110517
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Ann Sharon Montgomery offer?
Ann Sharon Montgomery specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GENEVA, Illinois for a consultation.
What are Ann Sharon Montgomery's credentials?
Ann Sharon Montgomery is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ann Sharon Montgomery located?
Ann Sharon Montgomery is based in GENEVA, Illinois, working with LEELYN SMITH, LLC. Their office serves clients in the GENEVA metropolitan area and surrounding communities.
How does Ann Sharon Montgomery charge for services?
Ann Sharon Montgomery's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEELYN SMITH, LLC?
LEELYN SMITH, LLC has approximately 19 employees and manages $603M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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