CRD: 159271
Thomas LEO Advisory, LLC
$192.7M Total AUM
$191.2M Disc. AUM
14.0% 3Y CAGR
2 Employees
145 ADV. Clients
12 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท SEI
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-25-2014
- Office Locations
- 1
Office Locations
4406 Beard AVE S Minneapolis MN
About Thomas LEO Advisory, LLC
Thomas Leo Advisory, LLC is a Minneapolis-based, fee-only RIA providing fiduciary investment advice, investment management, and financial planning for individuals and entrepreneurs. Portfolios are built primarily with ETFs and index-style funds, supported by portfolio construction and insurance planning, with client access via an online portal. Custody includes Charles Schwab and SEI.
Team overview
-- AVG AGE
$96.4M AVG AUM / ADVISOR
$1.3M AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
12yrs Firm Age
Insights
Available
Available
Available
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Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
LEO CHRISTOPHER ARMS
Chief Compliance Officer, Managing Member, President
- CRD
- #3242008
- Ownership
- 75% or more
Available
Available
Available
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JOSEPH ROBERT DOLAN
Financial Advisor
- CRD
- #4264656
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $191,234,930 | $496,714 |
| Non-Discretionary | $1,481,921 | $296,384 |
| Total | $192,716,851 | $494,146 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Municipal Bonds:
Available U.S. Government/Agency:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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