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Donna Ann Piecuch

LEAVITT FINANCIAL CONSULTANTS INC·NORTHBROOK, Illinois
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3000 DUNDEE RD STE 101, NORTHBROOK, IL 60062CRD# 4342414Firm CRD# 104987
01

About

Donna Ann Piecuch is a registered financial advisor based in NORTHBROOK, Illinois, affiliated with LEAVITT FINANCIAL CONSULTANTS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
LEAVITT FINANCIAL CONSULTANTS INC
LEAVITT CAPITAL MANAGEMENT INC
AUM
$188M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LEAVITT FINANCIAL CONSULTANTS INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4342414
Firm CRD# 104987
1 disclosure on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donna Ann Piecuch offer?
Donna Ann Piecuch specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in NORTHBROOK, Illinois for a consultation.
What are Donna Ann Piecuch's credentials?
Donna Ann Piecuch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Donna Ann Piecuch located?
Donna Ann Piecuch is based in NORTHBROOK, Illinois, working with LEAVITT FINANCIAL CONSULTANTS INC. Their office serves clients in the NORTHBROOK metropolitan area and surrounding communities.
How does Donna Ann Piecuch charge for services?
Donna Ann Piecuch'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 LEAVITT FINANCIAL CONSULTANTS INC?
LEAVITT FINANCIAL CONSULTANTS INC has approximately 7 employees and manages $188M 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)EVANSTON (103)DOWNERS GROVE (83)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideEVANSTON GuideDOWNERS GROVE Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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