John M. Leonard, LLC

RIASEC Registered

Total AUM

$31.7M

Discretionary

$31.7M

100% of AUM

Avg account

$675K

Accounts

Employees

Advisory reps

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

FINTRX

Overview

John M. Leonard, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals and small businesses, and market-timing services. Compensation is flexible: the firm charges a percentage of assets under management and also uses hourly and fixed-fee arrangements. The adviser does not identify as an active ESG investor, is not a multi-state adviser, and does not position itself as a capital allocator or pension consultant.