Leonard Martin & Associates, Inc.
Leonard Martin & Associates, Inc. (CRD# 147586) is a financial advisory firm headquartered in Warwick, RI. They manage $9,780,000 in 100 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Leonard Martin & Associates, Inc.
By the Numbers
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Total Assets Under Management10MILLION
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Total Number of Accounts100ACCOUNTS
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Average Account Value$97,800
Compensation Options
- A percentage of assets under your management
- Other
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, MA, RI
Financial Advisors at Leonard Martin & Associates, Inc.
1
Leonard Martin (CRD# 1102484) is an Investment Advisor Representative working at Leonard Martin & Associates, Inc. in Warwick, RI and has over 16 years of experience in the finance industry.
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