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LEELYN SMITH, LLC
LEELYN SMITH, LLC
GENEVA, Illinois
·
6 registered advisors
·
CRD# 110517
SEC# 801-113460
6
630-232-8995
01
Firm Overview
AUM
$603M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
6
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LEELYN SMITH, LLC
6 registered advisors
Andrew Ribelin Grider
GENEVA, Illinois
CRD# 5448972
Ann Sharon Montgomery
GENEVA, Illinois
CRD# 4312002
Christopher Paul Mcmanama
GENEVA, Illinois
CRD# 5428413
John Brian Dorn
GENEVA, Illinois
CRD# 2561615
Kevin John Prendergast
GENEVA, Illinois
CRD# 5651358
Samantha Ann Young
GENEVA, Illinois
CRD# 2776697
05
Office Locations
GENEVA, Illinois
6 advisors
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Data sourced from SEC Form ADV filings. LEELYN SMITH, LLC (CRD# 110517) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.