THE LEADERS GROUP, INC.

Overview

The Leaders Group, Inc. is recorded in FINTRX as a corporation that was SEC-registered in 1995 and is classified as an insurance broker-dealer. The firm's ownership is identified as a mix of a domestic entity and individual ownership. FINTRX flags that The Leaders Group is not a capital allocator, is not an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser. The combination of broker-dealer classification and the lack of reported advisory assets in FINTRX suggests the organization functions primarily on the insurance distribution side of the business rather than as a traditional asset manager that directly manages client portfolios.

Assets & Accounts

Location & Offices