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Leelyn Smith

Leelyn Smith Revenue

Financial ServicesFlag of USGeneva, Illinois, United States21-50 Employees

$

Leelyn Smith revenue & valuation

Annual revenue$1,967,765
Revenue per employee$86,000
Estimated valuation?$6,300,000
Total fundingNo funding

Key Contacts at Leelyn Smith

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Kevin Prendergast

Director Of Wealth Management

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Zachary Gordon

Director Of Tax

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Brian Dorn

Director Of Investment Management

Company overview

Headquarters10 N 3rd St, Geneva, Illinois 60134, US
Phone number+16306533510
Website
NAICS52
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
Founded1968
Employees21-50
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.

FormatExamplePercentage
{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

Entry
Manager
Director

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.

jQuery CDN

jQuery CDN

CDN

PWA

PWA

Miscellaneous

jQuery Migrate

jQuery Migrate

JavaScript libraries

Cloudflare

Cloudflare

CDN

Apache HTTP Server

Apache HTTP Server

Web servers

Plyr

Plyr

Video players

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Unpkg

Unpkg

CDN

Frequently asked questions

Leelyn Smith is located in Geneva, Illinois, US.
You can reach Leelyn Smith at +16306533510.
Leelyn Smith generates an estimated annual revenue of $1,967,765. This revenue figure reflects the company's market position and business performance in its industry.
Leelyn Smith has an estimated valuation of $6,300,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Leelyn Smith was founded in 1968, making it 58 years old. The company has established itself as a significant player in its industry over this time.
Leelyn Smith has approximately 21-50 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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