CRD: 123702
Belinda Leslie A Registered Investment Adviser, Inc.
$18.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
25 ADV. Clients
23 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Regions Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-26-2003
- Office Locations
- 1
Office Locations
-- Franklin TN
About Belinda Leslie A Registered Investment Adviser, Inc.
Belinda Leslie A Registered Investment Adviser, Inc. is an owner-led, Franklin, TN-based, state-registered RIA providing personalized financial planning and portfolio management for retail clients. Portfolios are implemented primarily with ETFs and mutual funds; custody includes Charles Schwab and Regions Bank.
Team overview
-- AVG AGE
$18.0M AVG AUM / ADVISOR
$721.7K AVG AUM / CLIENT
22.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
B
BELINDA LEE LESLIE
Investment Advisor, President, TREASURER
- CRD
- #1910240
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,043,019 | -- |
| Total | $18,043,019 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Public Funds:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing