G
$80.0K Total AUM
$80.0K Disc. AUM
-- 3Y CAGR
1 Employees
0 ADV. Clients
5 yrs Firm Age
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- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-25-2021
- Office Locations
- 1
Office Locations
-- Aledo TX
About G.p. Leach Securities LLC
G.P. Leach Securities LLC is a Texas-based quantitative investment manager focused on disciplined, data-driven portfolio systems. Retail-oriented and often geared to accredited investors, the firm emphasizes asset allocation and risk management, implementing models with ETFs and mutual funds alongside fixed income and alternative strategies such as hedge funds. Custody is through Interactive Brokers.
Team overview
-- AVG AGE
$80.0K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
5.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
GARRISON PHILIP LEACH
Chief Compliance Officer, Managing Member
- CRD
- #7301710
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $80,000 | $49,286 |
| Non-Discretionary | $0 | -- |
| Total | $80,000 | $49,286 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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