


Leelyn Smith Revenue
Financial Services • Geneva, Illinois, United States • 21-50 Employees
Leelyn Smith revenue & valuation
| Annual revenue | $1,967,765 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $6,300,000 |
| Total funding | No funding |
Key Contacts at Leelyn Smith
Kevin Prendergast
Director Of Wealth Management
Zachary Gordon
Director Of Tax
Brian Dorn
Director Of Investment Management
Company overview
| Headquarters | 10 N 3rd St, Geneva, Illinois 60134, US |
| Phone number | +16306533510 |
| Website | |
| NAICS | 52 |
| Keywords | Risk Management, Family Office, Wealth Management, Tax, Cfo Services, Retirement Planning, Financial Planning, Estate Planning, Investment Management, Legacy Planning, Income Tax Planning, Philanthropic Planning, Tax Preparation And Filing, Family Office Support |
| Founded | 1968 |
| Employees | 21-50 |
| Socials |
Leelyn Smith Email Formats
Leelyn Smith uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@leelynsmith.com), used 63.6% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@leelynsmith.com | 63.6% |
{first name}{last name} | johndoe@leelynsmith.com | 36.4% |
About Leelyn Smith
At Leelyn Smith, we don’t see success as a destination, but a journey. That’s why we do things a little differently. We believe in more listening. More caring. More hard work. That’s what fuels us. And that’s how we create personalized, holistic plans to pursue financial independence for each and every one of our clients—and their families. We strive to uphold a fiduciary standard and work in your best interest, creating step-by-step customized solutions. Putting your family needs at the forefront through a comprehensive suite of services — including investment strategies, portfolio management, estate planning, retirement income, and cash flow planning. All to ensure your financial independence translates to personal success — to be enjoyed today and for generations to come. Securities offered through LPL Financial, Member SIPC (www.sipc.org). Investment Advice offered through Leelyn Smith, a registered investment advisor and separate entity from LPL Financial. Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. The financial professionals associated with Leelyn Smith may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Employees by Management Level
Total employees: 21-50
Seniority
Employees
Employees by Department
Leelyn Smith has 12 employees across 4 departments.
Departments
Number of employees
Funding Data
Leelyn Smith has never raised funding before.
Leelyn Smith Tech Stack
Discover the technologies and tools that power Leelyn Smith's digital infrastructure, from frameworks to analytics platforms.
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Miscellaneous
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Analytics
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Frequently asked questions
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