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Building 2LEONETTI & ASSOCIATES INC

Map pinBUFFALO GROVE, IL
Phone847-520-0999
NotebookSEC #801-36381
Total AUM
$386.7M
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1130 LAKE COOK ROAD
SUITE 300
BUFFALO GROVE
IL 60089-1976
USA
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Phone
847-520-0999

ReceiptFinancials

Total AUM
$386.7M
Accounts
960
Discretionary
$386.7M
Accounts
960
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILINNVTXWI

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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