Leonard Advisory Group LLC

Leonard Advisory Group LLC (CRD# 321165) is a financial advisory firm headquartered in Saint Joseph, MI. They manage $45,373,231 in 314 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
720 State St, Saint Joseph, MI 49085
https://www.facebook.com/leonardadvisorygroup/
By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    314
    ACCOUNTS
  • Average Account Value
    $144,501
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MI, OH, PA

Financial Advisors at Leonard Advisory Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter Belcastro, financial advisor Pittsburgh PA
Peter R. Belcastro
CRD#: 5287964
8150 Perry Highway, Suite 315, Pittsburgh, PA 15237

Peter Belcastro (CRD# 5287964) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Pittsburgh, PA and has over 17 years of experience in the finance industry.

2
Joshua Leonard, financial advisor Saint Joseph MI
Joshua T. Leonard
CRD#: 5947619
720 State St, Saint Joseph, MI 49085

Joshua Leonard (CRD# 5947619) is an Investment Advisor Representative working at Leonard Advisory Group LLC in Saint Joseph, MI and has over 7 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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