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Building 2THOMAS LEO ADVISORY, LLC

Map pinMINNEAPOLIS, MN
Phone612-208-1641
NotebookSEC #801-112656
Total AUM
$192.7M
Employees
2
Clients
145

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4406 BEARD AVE S
MINNEAPOLIS
MN 55410
United States
Operating Hours
8 A.M. - 4 P.M.
Monday - Friday
Phone
612-208-1641

ReceiptFinancials

Total AUM
$192.7M
Accounts
390
Discretionary
$191.2M
Accounts
385
Non-Discretionary
$1.5M
Accounts
5

ContactClients

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Individual Clients
91
AUM
$21.7M
HNW Individual Clients
53
AUM
$141.8M
Charitable Organization Clients
1
AUM
$29.1M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOMNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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