← Back to searchVisit website
LEELYN SMITH, LLC
CRD 110517 · SEC 801-113460
10 N. THIRD STREET, GENEVA, IL, 60134, United States
Phone
630-232-8995
Fax
630-232-8981
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$852.3M
Discretionary AUM
$852.2M
Team
38 total employees; 14 advisory reps; 3 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; FLAT OT SUBSCRIPTION FEE ON MONTHLY BASIS
Org form
Limited Liability Company
Filing date
2026-04-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 583 | $258.8M |
| High net worth individuals | 216 | $588.5M |
States served
AZ, CA, GA, IL, IN, IA, MI, NC, OH, SC, TN, VA, WI, TX, NH, FL
All web addresses on file
- https://www.linkedin.com/company/leelyn-smith
- HTTPS://WWW.LEELYNSMITH.COM/
- https://www.facebook.com/theretirementnetwork/
- HTTPS://THERETIREMENTNETWORK.COM/
- https://www.linkedin.com/company/the-retirement-network
- HTTPS://EMERGENTPARTNERSLS.COM
- https://www.instagram.com/leelyn.smith
- https://www.facebook.com/leelynsmith/
Official SEC filing: View on IAPD