THE LEONARD FINANCIAL GROUP, LLC

THE LEONARD FINANCIAL GROUP, LLC of RIVERSIDE, CA is an SEC-registered investment adviser (CRD 123651). Regulatory assets under management: $47.8M.

Registration

• CRD: 123651
• SEC file number: 801-66650
• Type: Registered investment adviser
• Location: 6820 INDIANA AVENUE, RIVERSIDE, CA, 92506
• Phone: 951-781-7320
• Latest filing: 2026-03-30
• Regulatory AUM: $47.8M
• Discretionary AUM: $46.5M
• Non-discretionary AUM: $1.3M
• Clients: 2
• Accounts: 170

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 123651 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search