The Leonard Financial Group, LLC
The Leonard Financial Group, LLC (CRD# 123651) is a financial advisory firm headquartered in Riverside, CA. They manage $34,485,163 in 149 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
The Leonard Financial Group, LLC
By the Numbers
-
Total Assets Under Management34MILLION
-
Total Number of Accounts149ACCOUNTS
-
Average Account Value$231,444
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
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at The Leonard Financial Group, LLC
1
Karl Hicks (CRD# 4537240) is an Investment Advisor Representative working at The Leonard Financial Group, LLC in Riverside, CA and has over 22 years of experience in the finance industry.
2
Micki Hicks (CRD# 6609930) is an Investment Advisor Representative working at The Leonard Financial Group, LLC in Riverside, CA and has over 8 years of experience in the finance industry.
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