LEO Brokerage, LLC
Firm details
- Headquarters
- Hurst, Texas
- CRD number
- 109121
- Registered since
- January 16, 2002
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 owned by a combination of a foreign entity and an individual. It is not designated as a capital allocator, does not identify as an active ESG investor, and does not present itself as a multi‑state adviser, pension consultant, or related adviser in the provided data.
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
2 of 2
Eric Katz
Chief Strategy OfficerCRD 4024339
Stephen Tally
Chief Operating OfficerCRD 3223264
Contacts
3 of 13
Peter Savva
Managing DirectorCRD 5696522
Ray Pinson
Managing DirectorCRD 5122994
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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