Overview
Assets Under Management: $722 million
Headquarters: GENEVA, IL
High-Net-Worth Clients: 168
Average Client Assets: $3 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 168
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 60.89
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,539
Discretionary Accounts: 1,538
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 110517
Filing ID: 1980311
Last Filing Date: 2025-04-16 16:02:00
Website: https://leelynsmith.com