Leverage Financial Advisory
Leverage Financial Advisory (CRD# 299507) is a financial advisory firm headquartered in Wilmington, MA. They manage $11,389,795 in 125 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management11MILLION
-
Total Number of Accounts125ACCOUNTS
-
Average Account Value$91,118
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MA
Financial Advisors at Leverage Financial Advisory
1
Brian Bond (CRD# 7046853) is an Investment Advisor Representative working at Leverage Financial Advisory in Wilmington, MA and has over 5 years of experience in the finance industry.
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