Leslie Gale Advisors, LLC
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 an independent, owner-operated registered investment adviser organized as an LLC that provides fee-based portfolio management to individuals, families and small businesses. The firm charges clients a percentage of assets under management and focuses on discretionary portfolio management rather than institutional pension consulting or multi-manager capital allocation. The snapshot identifies the adviser as not being an active ESG investor.
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
, null
Location
, null
Headquartered in , null.
- Office locations
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