Unclaimed Profile

Ann Sharon Montgomery

LEELYN SMITH, LLC·GENEVA, Illinois

Clean recordLEELYN SMITH, LLC

10 N. THIRD STREET, GENEVA, IL 60134CRD# 4312002Firm CRD# 110517

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Ann Sharon Montgomery · GENEVA, IL

Registration

CRD #4312002 · LEELYN SMITH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

LEELYN SMITH, LLC

AUM

$603M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 4312002

Firm CRD# 110517

View on FINRA BrokerCheck →

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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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