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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-28-2004
- Office Locations
- 1
Office Locations
About Leechgary Asset Management LLC
LeechGary Asset Management LLC is an Atlanta-based investment adviser providing asset management to retail clients. Portfolios are managed primarily in SMAs using a mix of ETFs and fixed income (investment-grade corporates and U.S. government/agency bonds), alongside cash and municipals. The firm is co-owned and led by CEO/CCO Jeffery Mark Leech and Chairman Nelson A. Gary Jr.
Team overview
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Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
NELSON ARTHUR GARY JR
Advisor, Chairman
- CRD
- #218494
- Ownership
- 50% but less than 75%
JEFFERY MARK LEECH
Chief Compliance Officer, Chief Executive Officer
- CRD
- #1297229
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $23,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $23,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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