$12.5M Total AUM
$12.5M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · SEI · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-28-2017
- Office Locations
- 1
Office Locations
-- Ankeny IA
About Leetown Advisors
Leetown Advisors is an Ankeny, IA RIA providing holistic, personalized financial planning and investment guidance across life transitions. Services span portfolio construction, tax planning, insurance, and estate/legacy planning, with an emphasis on client education and financial literacy. The practice invests primarily via mutual funds and ETFs and works with custodians such as Altruist and SEI.
Team overview
-- AVG AGE
$12.5M AVG AUM / ADVISOR
$205.6K AVG AUM / CLIENT
8.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
Available
Available
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Available
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KYLE THOMPSON
Chief Compliance Officer, Financial Planner, FOUNDER
- CRD
- #6598283
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,538,729 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,538,729 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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