JOHN M. LEONARD, LLC
Firm details
- Headquarters
- DOUGLAS, Michigan
- CRD number
- 134756
- Website
- jmlllc.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.07%
- Individuals17.78%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for IndividualsMarket Timing Services
Firm profile
FINTRXOverview
John M. Leonard, LLC is an independent registered investment adviser organized as an LLC that serves both individual/family and institutional clients. The firm offers financial planning, portfolio management for individuals and small businesses, and market timing services. It charges clients via a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The adviser is not positioned as a capital allocator, does not report active ESG investing, and is not registered as a multistate or newly formed adviser in the provided data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds49%
- Exchange Traded Equities47%
- Cash & Cash Equivalents4%
Contacts
1 of 1JOHN LEONARD
Registered PrincipalCRD 1326397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DOUGLAS, MI
ALLEGAN
Location
DOUGLAS, MI
Headquartered in DOUGLAS, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- ALLEGAN
- Address
- 201 Center St
- Time zone
- ET (UTC-5)
- Office locations
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