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Building 2LEONARD WEALTH MANAGEMENT, INC.

Map pinREDONDO BEACH, CA
Phone310-697-0400
NotebookSEC #801-62205
Total AUM
$180M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
417 BERYL STREET
REDONDO BEACH
CA 90277
USA
Operating Hours
9:30 - 5:00 PST
MONDAY - THURSDAY
Phone
310-697-0400

ReceiptFinancials

Total AUM
$180M
Accounts
312
Discretionary
$180M
Accounts
312
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementMarket TimingPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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