L
$75.2M Total AUM
$75.2M Disc. AUM
-- 3Y CAGR
1 Employees
74 ADV. Clients
19 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- PeakMatrix
- Established Date
- 02-07-2007
- Office Locations
- 1
Office Locations
-- Rancho Santa FE CA
About Leedom Asset Management, Inc.
Leedom Asset Management is a Rancho Santa Fe, CA RIA providing professional investment management and specialized portfolio management built around each client’s goals. The firm serves retail and institutional clients, primarily allocating to public equities with ETF exposure via separately managed accounts. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$75.2M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
19.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
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Asset Classes
North oak Vital ember
Client Personas
Timber
Custodian
Wave Zenith legacy Foundation vertex Beacon wave
Services
Timber legacy Vector summit Value
Technology
Glacier bridge Delta crest
Owner & Executives
C
CLAIR EDWARD LEEDOM III
President
- CRD
- #2998035
- Ownership
- 75% or more
(515) 651-2925
capital.focus@pathwaycapital.com
in linkedin.com/in/capital-catalyst
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $75,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $75,200,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $71,000,000
Equity - Exchange:
25.8% Public Funds:
23.4% Cash:
50.8% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,193,217,081 | 25.8% |
| Public Funds | $1,082,220,143 | 23.4% |
| Cash | $2,349,435,184 | 50.8% |
| Total | $4,624,872,408 | 100.0% |