About Us

Leonetti & Associates, LLC has been named One of the Top Wealth Managers in the July/August 2006 issue of Wealth Manager magazine.

Michael Leonetti, CEO and Founder of Leonetti & Associates, LLC was again selected for an exclusive list of The 150 Best Financial Advisers for Doctors as published in the November 2006 edition of Medical Economics Magazine.

A long time ago, we made a choice. We’d rather work with real people we can actually get to know than spend our days in a large institution where customers are just numbers. It’s simply more fulfilling to take a direct interest in what matters to your future.

Leonetti & Associates, LLC, based in Buffalo Grove, Illinois, has been providing fee-based investment advice for individuals and small businesses for over 26 years. It was formed to provide investment management and financial planning services to enhance client portfolios and help them reach their financial goals.

Leonetti & Associates, LLC manages approximately $322 million through its Privately Managed Portfolios.

We’ve been providing our personal, one-to-one brand of private financial guidance to people, families, and businesses since CEO Mike Leonetti founded our firm in 1982. We have 19 professionals in our firm ready to help you in reaching your goals.

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Bloomberg Wealth Manager's fifth annual ranking of leading financial advisory firms is based on the asset value of the average client relationship as of December 31, 2004. It is calculated by dividing the total client assets uinder management (including assets under management reported on Form ADV plus additional client assets not reported on Form ADV for which the firm receives a management or advisement fee) by the total number of client relationships. The data used for the ranking were taken from a questionnaire sent to firms and the data that those firms provided the the Securities and Exchange Commission ("SEC") on Form ADV. Firms were identified through Bloomberg Wealth Manager's database and from other industry sources. To qualify for the ranking, firms have to be registered with the SEC, have a minimum of $50 million in assets under advisement and more than fifty percent of the firm's client base must consist of "individuals" or "high net-worth individuals" as defined by the SEC. Firms must also offer financial planning services.

Medical Economics' annual list of the 150 Best Financial Advisers for Doctors was compiled based on recommendations made by doctors and physician groups. The criteria the magazine considered included the percentage of physician clients comprising the firm's client list, as well as the professional achievements of the financial advisers. They also favored advisers who limit the amount of compensation earned from commissions and gave special notice to "fee-only" firms like Leonetti & Associates, LLC who do not accept commissions. The magazine also reviewed federal regulatory databases, such as the SEC, to eliminate advisers with any reportable disciplining events.

Published rankings by unaffiliated publications should not be understood as a current or past endorsement of Leonetti & Associates, LLC by any of its clients. Rankings also should not be construed by a client or a prospective client as assurance they will experience a certain level of future results if Leonetti & Associates, LLC is engaged to provide investment advisory services. Published rankings typically base their selections on statistical data submitted by investment advisers throughout the U.S. and from other industry sources.

Leonetti & Associates, LLC
1130 Lake Cook Road, Buffalo Grove, IL 60089
Telephone: 800-454-0999 Fax: 847 520-5475
Email: marketing@leonettiassoc.com

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Leonetti & Associates, LLC All rights reserved