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Building 2THE LEONARD FINANCIAL GROUP, LLC

Map pinRIVERSIDE, CA
Phone951-781-7320
NotebookSEC #801-66650
Total AUM
$31.4M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
6820 INDIANA AVENUE
SUITE 230
RIVERSIDE
CA 92506
United States
Operating Hours
9:00 AM TO 5:00 PM
Monday - Friday
Phone
951-781-7320

ReceiptFinancials

Total AUM
$31.4M
Accounts
146
Discretionary
$24.8M
Accounts
131
Non-Discretionary
$6.6M
Accounts
15

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation FindingSEC/CFTC Cause of Denial/SuspensionSEC/CFTC False Statement FindingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

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

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