LEONETTI & ASSOCIATES, LLC
CRD #146851 SEC #801-69003 BUFFALO GROVE, IL 847-520-0999
SEC Registered
Total AUM
$712.6M
Discretionary
$712.6M
Employees
16
Clients
26
Accounts
1,006
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $712.6M | $712.6M | $0 | 16 | 0 |
| Nov 2017 | $677.8M | $677.8M | $0 | 15 | 0 |
| Sep 2017 | $677.8M | $677.8M | $0 | 15 | 400 |
| Sep 2017 | $677.8M | $677.8M | $0 | 15 | 400 |
| Jul 2017 | $677.8M | $677.8M | $0 | 15 | 400 |
| Jun 2017 | $677.8M | $677.8M | $0 | 15 | 400 |
| Mar 2017 | $672M | $672M | $0 | 15 | 400 |
| Jun 2016 | $653.6M | $653.6M | $0 | 16 | 400 |
| Mar 2016 | $653.6M | $653.6M | $0 | 16 | 400 |
| Feb 2016 | $642M | $642M | $0 | 16 | 400 |
| Nov 2015 | $642M | $642M | $0 | 16 | 400 |
| Oct 2015 | $642M | $642M | $0 | 16 | 400 |
| Mar 2015 | $631.8M | $631.8M | $0 | 16 | 400 |
| Feb 2015 | $615.1M | $615.1M | $0 | 16 | 400 |
| Nov 2014 | $597.9M | $597.9M | $0 | 16 | 400 |
| Aug 2014 | $597.9M | $597.9M | $0 | 15 | 400 |
| Mar 2014 | $590.1M | $590.1M | $0 | 15 | 400 |
| Jul 2013 | $510.6M | $510.6M | $0 | 15 | 400 |
| Apr 2013 | $510.6M | $510.6M | $0 | 15 | 400 |
| Mar 2013 | $490.5M | $490.5M | $0 | 15 | 400 |
| Sep 2012 | $490.5M | $490.5M | $0 | 11 | 400 |
| Aug 2012 | $472.3M | $472.3M | $0 | 11 | 400 |
| Mar 2012 | $472.3M | $472.3M | $0 | 11 | 400 |
| Mar 2012 | $472.3M | $472.3M | $0 | 11 | 400 |
| Jun 2011 | $475.6M | $475.6M | $0 | -- | -- |
| Mar 2011 | $453.9M | $453.9M | $0 | -- | -- |
| Feb 2011 | $444.4M | $444.4M | $0 | -- | -- |
| Mar 2008 | $386.7M | $386.7M | $0 | -- | -- |
DateMar 2018
Total AUM$712.6M
Discretionary$712.6M
Non-Disc.$0
Employees16
Clients0
DateNov 2017
Total AUM$677.8M
Discretionary$677.8M
Non-Disc.$0
Employees15
Clients0
DateSep 2017
Total AUM$677.8M
Discretionary$677.8M
Non-Disc.$0
Employees15
Clients400
DateSep 2017
Total AUM$677.8M
Discretionary$677.8M
Non-Disc.$0
Employees15
Clients400
DateJul 2017
Total AUM$677.8M
Discretionary$677.8M
Non-Disc.$0
Employees15
Clients400
DateJun 2017
Total AUM$677.8M
Discretionary$677.8M
Non-Disc.$0
Employees15
Clients400
DateMar 2017
Total AUM$672M
Discretionary$672M
Non-Disc.$0
Employees15
Clients400
DateJun 2016
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees16
Clients400
DateMar 2016
Total AUM$653.6M
Discretionary$653.6M
Non-Disc.$0
Employees16
Clients400
DateFeb 2016
Total AUM$642M
Discretionary$642M
Non-Disc.$0
Employees16
Clients400
DateNov 2015
Total AUM$642M
Discretionary$642M
Non-Disc.$0
Employees16
Clients400
DateOct 2015
Total AUM$642M
Discretionary$642M
Non-Disc.$0
Employees16
Clients400
DateMar 2015
Total AUM$631.8M
Discretionary$631.8M
Non-Disc.$0
Employees16
Clients400
DateFeb 2015
Total AUM$615.1M
Discretionary$615.1M
Non-Disc.$0
Employees16
Clients400
DateNov 2014
Total AUM$597.9M
Discretionary$597.9M
Non-Disc.$0
Employees16
Clients400
DateAug 2014
Total AUM$597.9M
Discretionary$597.9M
Non-Disc.$0
Employees15
Clients400
DateMar 2014
Total AUM$590.1M
Discretionary$590.1M
Non-Disc.$0
Employees15
Clients400
DateJul 2013
Total AUM$510.6M
Discretionary$510.6M
Non-Disc.$0
Employees15
Clients400
DateApr 2013
Total AUM$510.6M
Discretionary$510.6M
Non-Disc.$0
Employees15
Clients400
DateMar 2013
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees15
Clients400
DateSep 2012
Total AUM$490.5M
Discretionary$490.5M
Non-Disc.$0
Employees11
Clients400
DateAug 2012
Total AUM$472.3M
Discretionary$472.3M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$472.3M
Discretionary$472.3M
Non-Disc.$0
Employees11
Clients400
DateMar 2012
Total AUM$472.3M
Discretionary$472.3M
Non-Disc.$0
Employees11
Clients400
DateJun 2011
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$453.9M
Discretionary$453.9M
Non-Disc.$0
Employees--
Clients--
DateFeb 2011
Total AUM$444.4M
Discretionary$444.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$386.7M
Discretionary$386.7M
Non-Disc.$0
Employees--
Clients--