$800.0K Total AUM
$800.0K Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
13 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-10-2012
- Office Locations
- 1
Office Locations
-- SAN Francisco CA
About Leonard Jr., Gary A.
Leonard Jr., Gary A. is a SAN Francisco-based RIA. The firm has been operating for 13 years. Managing $800.0K in total assets under management, with 1 advisory representatives.
Team overview
61 AVG AGE
$800.0K AVG AUM / ADVISOR
$40.0K AVG AUM / CLIENT
13.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Investment Themes
Available
Services
Available
Owner & Executives
GARY ALLAN LEONARD JR.
Owner
- CRD
- #4692890
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $800,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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