Kevin LeitnerCRD Number: 2326966
Current Firm: Advisory Research Inc.
Kevin Leitner (CRD# 2326966) is an Investment Advisor Representative working at Advisory Research Inc. in Chicago, IL and has over 26 years of experience in the finance industry.
Upper Left Wealth Management, LLC
Sequoia Wealth Management, LLC
Hightower Advisors, LLC
|Advisory Research, Inc.||Chicago, IL||Oct 2016 - Current||5|
|Cupps Capital Management, LLC||Chicago, IL||Nov 2000 - Oct 2016||15|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 1995|
Total Assets Under Management1,485MILLIONS
Total Number of Accounts321ACCOUNTS
Average Account Value$4,626,896
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, FL, HI, ID, IL, LA, MA, MD, NE, NH, NJ, NY, OH, PA, TX, VA, WI
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