LEADERSHIP FINANCIAL ADVISORS, LLC

LEADERSHIP FINANCIAL ADVISORS, LLC of FRISCO, TX is an SEC-registered investment adviser (CRD 332430). Regulatory assets under management: $20.7M.

Registration

• CRD: 332430
• Type: Registered investment adviser
• Location: 6275 WEST PLANO PARKWAY, FRISCO, TX, 75093
• Phone: 972-365-6692
• Latest filing: 2026-02-24
• Regulatory AUM: $20.7M
• Non-discretionary AUM: $20.7M
• Clients: 1
• Accounts: 128

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 332430 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search