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Leonetti & Associates

Multi Family Office (MFO)Buffalo Grove, United States
$700M
Assets Under Management
Buffalo Grove
Headquarters
Get Contact Details Website
Investment Focus

About Leonetti & Associates

Leonetti & Associates has managed client wealth since 1982 and has regarded itself as a fiduciary for client assets from the start. In practice, it puts clients' interests first and delivers personalized financial advice and services designed to help them reach their life goals. The team is described at https://fairportwealth.com/leonetti-team.html

Preferred Investment Types

Joint Venture/PartnerVenture CapitalPrivate EquityInvestment Funds

Preferred Sectors & Themes

Travel Accommodations & TourismWealth & Estate PlanningTrust ManagementLegal & Tax ServicesRetirement PlanningEquity/Mutual FundsInvestment ManagementETFsDebt ManagementConcierge Services High-Level SectorsTourism & HospitalityFinanceFinancial ServicesTraditional Investments (Liquid Assets)

Preferred Geographies

CanadaUnited States
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FAQ

Frequently asked questions

What type of investor is Leonetti & Associates?

Leonetti & Associates is a multi family office (mfo) based in Buffalo Grove, United States, managing approximately $700M in assets.

Where is Leonetti & Associates headquartered?

Leonetti & Associates is headquartered in Buffalo Grove, United States.

How much does Leonetti & Associates manage?

Leonetti & Associates manages approximately $700M in assets under management.

What does Leonetti & Associates invest in?

Leonetti & Associates focuses on Joint Venture/Partner, Venture Capital, Private Equity, Investment Funds, Travel Accommodations & Tourism, Wealth & Estate Planning, Trust Management, Legal & Tax Services.

How can I contact Leonetti & Associates?

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