Leonardo Gonzalez, financial advisor Boca Raton FL

Leonardo Gonzalez

CRD Number: 5275293
Current Firm: Polen Capital Management, LLC

Leonardo Gonzalez (CRD# 5275293) is an Investment Advisor Representative working at Polen Capital Management, LLC in Boca Raton, FL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Foreside Funds Distributors LLC Boca Raton, FL Feb 2014 - Current 10
Polen Capital Management, LLC Boca Raton, FL Feb 2014 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Leonardo Gonzalez
Phone Number: 1-561-241-2425
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    36,045
    MILLIONS
  • Total Number of Accounts
    3,515
    ACCOUNTS
  • Average Account Value
    $10,254,647
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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