LEELYN SMITH, LLC
Geneva, IL
AUM
$852.3M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
14 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
630-232-8995
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in IL, GENEVA
6 advisers found
BLUE HAVEN CAPITAL, LLC
Geneva, IL
AUM
$121.5M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
630-588-3800
KDM WEALTH MANAGEMENT INC.
Geneva, IL
AUM
$112.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM
(630) 232-9097
LENITY FINANCIAL, INC.
Geneva, IL
AUM
$87.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
630-948-3330
LONG PLANNING, LLC
Geneva, IL
AUM
$18.2M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
847-345-0880
RHODO WEALTH MANAGEMENT LLC
Geneva, IL
AUM
$12.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
(630) 277-9420