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$31.7M Total AUM
$31.7M Disc. AUM
-- 3Y CAGR
1 Employees
47 ADV. Clients
20 yrs Firm Age
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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2005
- Office Locations
- 1
Office Locations
201 Center Street Douglas MI
About John M. Leonard, LLC
John M. Leonard, LLC is a Douglas-based RIA. The firm has been operating for 20 years. Managing $31.7M in total assets under management, with 1 advisory representatives.
Team overview
-- AVG AGE
$31.7M AVG AUM / ADVISOR
$674.6K AVG AUM / CLIENT
15.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
20yrs Firm Age
Insights
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Owner & Executives
JOHN MICHAEL LEONARD
Investment Advisor, Managing Member
- CRD
- #1326397
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,703,859 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,703,859 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
U.S. Government/Agency:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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