CRD: 321165
Leonard Advisory Group LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Assetmark · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-13-2022
- Office Locations
- 2
Office Locations
About Leonard Advisory Group LLC
Leonard Advisory Group is a boutique RIA focused on retirement planning for individuals 55+ in the Rust Belt, aligning portfolios with clients’ values and legacy goals. Services include financial and investment planning, portfolio construction, tax and estate planning, and insurance/annuity guidance. Implementation leans on ETFs and mutual funds with an asset-allocation, risk-managed approach. Custody includes Altruist and Fidelity/NFS.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOSHUA THOMAS LEONARD
Chief Compliance Officer, Managing Member
- CRD
- #5947619
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
PETER ROY BELCASTRO
--
- CRD
- #5287964
ANGELA MARIE FERRANTE
Financial Advisor
- CRD
- #1740108
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $95,718,193 | -- |
| Non-Discretionary | $0 | -- |
| Total | $95,718,193 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing