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Building 2LEAVITT CAPITAL MANAGEMENT INC

Map pinNORTHBROOK, IL
Phone847-205-1300
NotebookSEC #801-27280
Total AUM
$187.6M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3000 DUNDEE RD STE 101
NORTHBROOK
IL 60062
United States
Operating Hours
8:00 A.M.-5:00 P.M.
Monday - Friday
Phone
847-205-1300

ReceiptFinancials

Total AUM
$187.6M
Accounts
206
Discretionary
$176.4M
Accounts
185
Non-Discretionary
$11.2M
Accounts
21

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Pending Civil Proceeding
State Registrations
CAILTX

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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