Leonard Advisory Group LLC
Firm details
- Headquarters
- Saint Joseph, Michigan
- CRD number
- 321165
- Custodians
- ASSETMARK TRUST CO., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.02%
- Individuals47.98%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Leonard Advisory Group LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on serving individuals and families. The firm operates as a capital allocator and delivers financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its client billing mixes percentage-of-AUM fees with hourly and fixed-fee engagements. The firm does not position itself as an ESG-focused manager.
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
- Exchange Traded Equities52%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents6%
Contacts
3 of 3
Angela Ferrante
OwnerCRD 1740108
Peter Belcastro
Financial AdvisorCRD 5287964
Joshua Leonard
PresidentCRD 5947619
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Joseph, MI
Berrien
Location
Saint Joseph, MI
Headquartered in Saint Joseph, MI, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- Berrien
- Address
- 720 State St
- Time zone
- ET (UTC-5)
- Office locations
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