Leading Edge Investment Advisors,llc

Leading Edge Investment Advisors,llc (CRD# 136476) is a financial advisory firm headquartered in San Francisco, CA. They manage $3,015,846,974 in 12 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,016
    MILLION
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $251,320,581
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Leading Edge Investment Advisors,llc
Showing 1 - 2 of 2 top financial advisors.
1
Chris W. Fong
CRD#: 4379366
50 California Street, Suite 2320, San Francisco, CA 94111
90
Wealthminder
score

Chris Fong (CRD# 4379366) is an Investment Advisor Representative working at Leading Edge Investment Advisors,llc in San Francisco, CA and has 1 year of experience in the finance industry.

2
Clayton C. Jue
CRD#: 4374928
50 California Street, Suite 2320, San Francisco, CA 94111
90
Wealthminder
score

Clayton Jue (CRD# 4374928) is an Investment Advisor Representative working at Leading Edge Investment Advisors,llc in San Francisco, CA and has 1 year of experience in the finance industry.

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