LEONARD ADVISORY GROUP LLC

LEONARD ADVISORY GROUP LLC of SAINT JOSEPH, MI is an SEC-registered investment adviser (CRD 321165). Regulatory assets under management: $114.1M.

Registration

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (2)

NameRoleLocation
Joshua Thomas LeonardMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Yana LeonardMEMBER

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