Leslie Gale Advisors, LLC
RIASEC Registered
Total AUM
$73.2M
Discretionary
$73.2M
100% of AUM
Avg account
$691K
Accounts
106
Employees
1
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 168550
- Fee structure
- Percentage of AUM
- Client types
- HNWI97.86%
- Corporations / Businesses2.14%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Leslie Gale Advisors, LLC is a small, privately owned investment adviser organized as an LLC that focuses on portfolio management for individuals and small businesses. The firm’s client base is individual and family clients; it charges fees based on a percentage of assets under management. The adviser does not identify as an active ESG investor and does not present itself as a pension consultant or related adviser.
Assets & Accounts
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
- Non-Exchange Traded Equities62%
- Exchange Traded Equities32%
- US Government Bonds3%
- Cash & Cash Equivalents3%
Contacts
2 of 2
Steven Schneider
Partner, CCOCRD 4332721
Leslie Martin
Limited PartnerCRD 6227587
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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