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LEONETTI & ASSOCIATES, LLC
BUFFALO GROVE, IL
847-520-0999
SEC #801-69003Total AUM
$712.6M
Employees
16Clients
407Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1130 W. LAKE COOK ROAD
SUITE 300
BUFFALO GROVE
IL 60089-1976
United States
SUITE 300
BUFFALO GROVE
IL 60089-1976
United States
Operating Hours
8:00AM TO 5:00PM
Monday - Friday
Monday - Friday
Phone
847-520-0999
Financials
Total AUM
$712.6M
Accounts
1,006Discretionary
$712.6M
Accounts
1,006Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
353AUM
$294.2M
HNW Individual Clients
35AUM
$376.6M
Pension/Profit Sharing Plan Clients
18AUM
$37.9M
Corporation or Business Clients
1AUM
$3.9M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
ASSET ALLOCATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
RETAINER
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILINNVNYOHSCTXWI
Affiliates
Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.