LEELYN SMITH, LLC
Firm details
- Headquarters
- GENEVA, Illinois
- CRD number
- 110517
- Registered since
- June 14, 2018
- Website
- www.leelynsmith.com
- Custodians
- LPL FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- HNWI69.05%
- Individuals30.37%
- Pension & Profit Sharing Plans0.38%
- Charitable Organizations0.2%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Leelyn Smith, LLC is an independent, individual-owned registered investment adviser (SEC-registered since 2018) that serves primarily individuals and families. The firm provides financial planning, portfolio management for individuals, small businesses and institutions, selection and oversight of other advisers, and educational seminars. It operates on a mixed-fee model — percentage of AUM plus options for hourly and fixed fees — and identifies itself as a capital allocator, directing capital to external managers when appropriate. Leelyn Smith, LLC does not position itself as an active ESG investor and lists an industry affiliation with accounting professionals.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities42%
- Cash & Cash Equivalents4%
- Other4%
- US Government Bonds1%
Contacts
3 of 13RYAN KAHLENBERG
Wealth AdvisorCRD 4302251
Sean Poquette
Relationship ManagerCRD 7787621
ANDREW GRIDER
PresidentCRD 5448972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 46Active vs passive
$366M in ETFs
68%
$249M
21%
$117M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD WORLD FUND (MGK) | Vanguard | Passive | Large Growth | $55.9M | 152,036 | 15.25% |
Location
GENEVA, IL
KANE
Location
GENEVA, IL
Headquartered in GENEVA, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- KANE
- Address
- 10 N 3rd St
- Time zone
- CT (UTC-6)
- Office locations
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