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Samantha Ann Young

LEELYN SMITH, LLC·GENEVA, Illinois
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10 N. THIRD STREET, GENEVA, IL 60134CRD# 2776697Firm CRD# 110517
01

About

Samantha Ann Young 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# 2776697
Firm CRD# 110517
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Samantha Ann Young offer?
Samantha Ann Young specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in GENEVA, Illinois for a consultation.
What are Samantha Ann Young's credentials?
Samantha Ann Young is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Samantha Ann Young located?
Samantha Ann Young is based in GENEVA, Illinois, working with LEELYN SMITH, LLC. Their office serves clients in the GENEVA metropolitan area and surrounding communities.
How does Samantha Ann Young charge for services?
Samantha Ann Young'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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