GLEESON, SKLAR, SAWYERS & CUMPATA FINANCIAL SERVICES L.L.C.
CRD #116378 SEC #801-60883 ELGIN, IL 847-697-6161
SEC Registered
Total AUM
$61.1M
Discretionary
$57.8M
Employees
5
Clients
25
Accounts
219
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- --
- Fiscal Year End
- APRIL
- Registration Date
- --
- Latest Filing
- Dec 19, 2003
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VELTRI, SALVATORE, ANTONIO | I | MEMBER | NA | Control |
| P & M HOLDING GROUP, LLP | DE | LIMITED PARTNER | E |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| GLEESON, SKLAR, SAWYERS & CUMPATA LLP | DE | GLEESON, SKLAR, SAWYERS & CUMPATA LLP | E | Control |
Registrations
Federal
IA
Dec 19, 2003 REGISTERED
Notice Filings (1)
IL
Address
2400 BIG TIMBER ROADSUITE 200
ELGIN, IL 60123
USA
Phone: 847-697-6161