LEAVITT FINANCIAL CONSULTANTS INC

LEAVITT CAPITAL MANAGEMENT INC

NORTHBROOK, Illinois·6 registered advisors·CRD# 104987

SEC# 801-27280847-205-1300

01

Firm Overview

AUM

$188M

Regulatory assets under management

Employees

7

Total firm employees

Advisors

6

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at LEAVITT FINANCIAL CONSULTANTS INC

6 registered advisors

Donna Ann Piecuch

NORTHBROOK, Illinois

Joyce Renee Leavitt

NORTHBROOK, Illinois

Linda Sue Leavitt

NORTHBROOK, Illinois

Pamela Lynn Drella

NORTHBROOK, Illinois

Robert Paul Handler

NORTHBROOK, Illinois

William Leavitt

NORTHBROOK, Illinois

05

Office Locations

NORTHBROOK, Illinois

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Data sourced from SEC Form ADV filings. LEAVITT FINANCIAL CONSULTANTS INC (CRD# 104987) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.