Investment Leadership, LLC

Investment Leadership, LLC (CRD# 167352) is a financial advisory firm headquartered in Forest, VA. They manage $63,799,773 in 221 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details

14805 Forest Road, Suite 226, Forest, VA 24551

http://www.investmentleadership.com

By the Numbers

Total Assets Under Management

64

MILLION
Total Number of Accounts

221

ACCOUNTS
Average Account Value

$288,687

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

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

MD, TX, VA

Financial Advisors at Investment Leadership, LLC

Showing 1 - 2 of 2 top financial advisors.

Gerard E. Swienton

CRD#: 1424932

14805 Forest Road, Suite 226, Forest, VA 24551

Gerard Swienton (CRD# 1424932) is an Investment Advisor Representative working at Investment Leadership, LLC in Forest, VA and has over 38 years of experience in the finance industry.

Laura A. O'neil

CRD#: 7258958

14805 Forest Road, Suite 226, Forest, VA 24551

Laura O'neil (CRD# 7258958) is an Investment Advisor Representative working at Investment Leadership, LLC in Forest, VA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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