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Building 2THOMAS LEO ADVISORY, LLC

Map pinMINNEAPOLIS, MN
Phone612-208-1641
NotebookSEC #801-72814
Total AUM
$47.2M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
708 NORTH FIRST STREET
SUITE #235E
MINNEAPOLIS
MN 55401
United States
Operating Hours
8 A.M. - 4 P.M.
Monday - Friday
Phone
612-208-1641

ReceiptFinancials

Total AUM
$47.2M
Accounts
95
Discretionary
$46M
Accounts
89
Non-Discretionary
$1.1M
Accounts
6

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

None reported

State Registrations
MN

HandshakeAffiliates

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

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