Thomas Leo Advisory, LLC

Thomas Leo Advisory, LLC (CRD# 159271) is a financial advisory firm headquartered in Minneapolis, MN. They manage $149,006,909 in 490 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
4406 Beard Ave S, Minneapolis, MN 55410
http://www.thomasleoadvisory.com
By the Numbers
  • Total Assets Under Management
    149
    MILLION
  • Total Number of Accounts
    490
    ACCOUNTS
  • Average Account Value
    $304,096
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, MN, TX

Financial Advisors at Thomas Leo Advisory, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Leo Arms, financial advisor Minneapolis MN
Leo C. Arms
CRD#: 3242008
4406 Beard Ave S, Minneapolis, MN 55410

Leo Arms (CRD# 3242008) is an Investment Advisor Representative working at Thomas Leo Advisory, LLC in Minneapolis, MN and has over 24 years of experience in the finance industry.

2
Joseph Dolan, financial advisor Minneapolis MN
Joseph R. Dolan
CRD#: 4264656
4406 Beard Ave S, Minneapolis, MN 55410

Joseph Dolan (CRD# 4264656) is an Investment Advisor Representative working at Thomas Leo Advisory, LLC in Minneapolis, MN and has over 21 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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