Steven LeonardCRD Number: 4648069
Current Firm: Pacifica Capital Investments
Steven Leonard (CRD# 4648069) is an Investment Advisor Representative working at Pacifica Capital Investments in Rancho Santa Fe, CA and has 1 year of experience in the finance industry.
Paradigm Shift Financial, LLC
Madison Avenue Securities, LLC
Lpl Financial LLC
|Pacifica Capital Investments, LLC||Rancho Santa Fe, CA||Apr 1998 - Current||25|
|Pacifica Holding Company||Rancho Santa Fe, CA||Dec 1989 - Current||33|
Total Assets Under Management532MILLIONS
Total Number of Accounts248ACCOUNTS
Average Account Value$2,143,669
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, NY, PA, TX
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