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Building 2LEONARD AND COMPANY

Map pinTROY, MI
Phone248-952-5858
NotebookSEC #801-60035
Total AUM
$199.8M
Employees
151
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1450 W. LONG LAKE ROAD
SUITE 150
TROY
MI 48098
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
248-952-5858

ReceiptFinancials

Total AUM
$199.8M
Accounts
1,560
Discretionary
$198.4M
Accounts
1,545
Non-Discretionary
$1.5M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Other Regulator False Statement/DishonestyOther Regulator Order (Past 10 Years)Other Regulator Violation FindingSRO False Statement FindingSRO Rule Violation
State Registrations
AZCACOFLILMINYOHTX

HandshakeAffiliates

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Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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