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- Custodian
- --
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-17-2005
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 47 clients, or 47 clients per representative. That equates to $674.6K in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on April 13, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
No additional data categories are currently listed.
Owner & Executives
JOHN MICHAEL LEONARD
Investment Advisor, Managing Member
- CRD
- #1326397
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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
SMA allocation detail is available
John M. Leonard, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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