Leonard Advisory Group LLC
Leonard Advisory Group LLC (CRD# 321165) is a financial advisory firm headquartered in Saint Joseph, MI. They manage $45,373,231 in 314 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management45MILLION
-
Total Number of Accounts314ACCOUNTS
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Average Account Value$144,501
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, OH, PA
Financial Advisors at Leonard Advisory Group LLC
1
Peter Belcastro (CRD# 5287964) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Pittsburgh, PA and has over 17 years of experience in the finance industry.
2
Joshua Leonard (CRD# 5947619) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Saint Joseph, MI and has over 7 years of experience in the finance industry.
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