LEO BROKERAGE, LLC
Firm details
- Headquarters
- HURST, Texas
- CRD number
- 109121
- Registered since
- January 16, 2002
- Website
- www.bftfinancial.com
Firm profile
FINTRXOverview
LEO Brokerage, LLC is organized as a limited liability company and operates as a conventional broker-dealer. The firm has been SEC-registered since 2002 and is reported as having mixed ownership that includes a foreign entity and an individual. It is not structured as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The available records do not describe fee schedules or advisory activities, and the firm’s stated business activities and client-base details were not provided.
Assets & Accounts
Public Holdings
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities35%
- Cash & Cash Equivalents10%
- US Government Bonds2%
Owners & executives
3 of 3STEPHEN TALLY
Chief Operating OfficerCRD 3223264
MATTHEW ALLAIN
Chief Executive OfficerCRD 3267821
ERIC KATZ
Chief Strategy OfficerCRD 4024339
Contacts
3 of 14LISA GATZKE
Investment AdvisorCRD 2657481
ZAPHREY WILLIAMS
Investment Adviser RepresentativeCRD 2443743
RYAN VASSAR
Investment Adviser RepresentativeCRD 5449359
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 154Active vs passive
$486M in ETFs
82%
$399M
16%
$87.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| AVANTIS US EQUITY ETF (AVUS) | Avantis | Active | Large Blend | $55.2M | 734,670 | 11.35% |
Location
HURST, TX
TARRANT
Location
HURST, TX
Headquartered in HURST, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- TARRANT
- Address
- 860 Airport Fwy
- Time zone
- CT (UTC-6)
- Office locations
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