CRD: 321165
Leonard Advisory Group LLC
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Request a Free TrialFirm Details
- Custodian
- Altruist · Assetmark · Fidelity/NFS
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
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 3 advisory representatives and 253 clients, or 84.3 clients per representative. That equates to $450.8K in reported AUM per client.
The profile lists 2 reported office locations and 4 years in operation. The source data was last updated on July 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Platform
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Owner & Executives
JOSHUA THOMAS LEONARD
Chief Compliance Officer, Managing Member
- CRD
- #5947619
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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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 | $114,057,714 | -- |
| Non-Discretionary | $0 | -- |
| Total | $114,057,714 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Leonard Advisory Group 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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