The Leonard Management Group

The Leonard Management Group (CRD# 104921) is a financial advisory firm headquartered in Avon, CT. They manage $29,889,199 in 58 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    30
    MILLION
  • Total Number of Accounts
    58
    ACCOUNTS
  • Average Account Value
    $515,331
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT

Financial Advisors at The Leonard Management Group
Showing 1 - 1 of 1 top financial advisors.
1
James P. Leonard
CRD#: 4340339
395 West Avon Rd., Avon, CT 06013
87
Wealthminder
score

James Leonard (CRD# 4340339) is an Investment Advisor Representative working at The Leonard Management Group in Avon, CT and has 1 year of experience in the finance industry.

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