LEECHGARY ASSET MANAGEMENT LLC

Overview

Leechgary Asset Management LLC is an independent, owner-operated registered investment adviser that provides fee-based portfolio management and financial planning primarily to individuals and families, with some small-business clients. The firm runs discretionary mandates and emphasizes direct management of client portfolios rather than acting as a capital allocator to third-party managers. Investment activity is tilted toward exchange-traded equities complemented by a meaningful allocation to fixed-income instruments. Leechgary does not market itself as an ESG investor and its advisory scope is focused on personalized wealth management rather than institutional pension consulting. Client relationships are managed on a high-touch basis given the small client roster and relatively large average household size. The firm uses a percentage-of-AUM fee model and delivers tailored portfolio construction and tax-aware implementation through separately managed accounts and direct securities ownership.

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Location & Offices