Leedom Asset Management, Inc.

Leedom Asset Management, Inc. (CRD# 141606) is a financial advisory firm headquartered in Rancho Santa Fe, CA. They manage $71,000,000 in 1 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
P.o. Box 7151, Rancho Santa Fe, CA 92067
http://www.leedomasset.com
By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $71,000,000
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Leedom Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Clair Leedom, financial advisor Rancho Santa Fe CA
Clair E. Leedom
CRD#: 2998035
Rancho Santa Fe, CA

Clair Leedom (CRD# 2998035) is an Investment Advisor Representative working at Leedom Asset Management, Inc. in Rancho Santa Fe, CA and has over 24 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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