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- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Momentum northHorizon legacy +more
- Established Date
- 05-17-2013
- Office Locations
- 1
Office Locations
About Investment Leadership, LLC
Investment Leadership, LLC is a Virginia- and Maryland-registered RIA providing conservative, responsible portfolio management and proactive financial planning. The firm helps clients define goals such as retirement sustainability, education funding, income needs, and legacy planning, then builds strategies to match. A proprietary review of key planning documents drives action-focused recommendations, with mobile-friendly service for remote meetings; portfolios commonly use public funds and ETFs.
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Investment Themes
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Owner & Executives
GERARD EDWIN SWIENTON
Chief Compliance Officer, Managing Partner
- CRD
- #1424932
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
Laura Ann O'Neil
--
- CRD
- #7258958
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $85,343,845 | -- |
| Non-Discretionary | $1,028,180 | -- |
| Total | $86,372,025 | -- |
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Separately Managed Accounts
Total SMA Asset: $86,372,025
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $996,174,691 | 24.1% |
| Equity - Exchange | $310,012,871 | 7.5% |
| Cash | $1,136,713,859 | 27.5% |
| Other | $1,405,391,680 | 34.0% |
| Municipal Bonds | $285,211,839 | 6.9% |
| Total | $4,133,504,940 | 100.0% |