LEONETTI & ASSOCIATES, LLC

BUFFALO GROVE, Illinois·3 registered advisors·CRD# 146851
SEC# 801-690030847-520-0999
01

Firm Overview

AUM
$713M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER
03

Specialties

Financial PlanningInvestment Management
04

Advisors at LEONETTI & ASSOCIATES, LLC

3 registered advisors
Deborah Lynn Feldman
BUFFALO GROVE, Illinois
John Ralph Obrien
BUFFALO GROVE, Illinois
Michael Edward Leonetti
BUFFALO GROVE, Illinois
05

Office Locations

BUFFALO GROVE, Illinois
3 advisors

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Data sourced from SEC Form ADV filings. LEONETTI & ASSOCIATES, LLC (CRD# 146851) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.