Leverage Financial Advisory

Leverage Financial Advisory (CRD# 299507) is a financial advisory firm headquartered in Wilmington, MA. They manage $11,389,795 in 125 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10 Middlesex Avenue, Unit 1, Wilmington, MA 01887
https://www.linkedin.com/company/leverageadvisory/
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • Total Number of Accounts
    125
    ACCOUNTS
  • Average Account Value
    $91,118
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Leverage Financial Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Brian Bond, financial advisor Wilmington MA
Brian M. Bond
CRD#: 7046853
Wilmington, MA

Brian Bond (CRD# 7046853) is an Investment Advisor Representative working at Leverage Financial Advisory in Wilmington, MA and has over 5 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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