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Leonard Advisory Group

EST. AUM
$114,057,714

CONTACTS

CLIENT ACCOUNTS
622

Firm Details

Metro area Grand Rapids
CRD Number 321165
Website leonardadvisorygroup.com
Client types

Overview

Leonard Advisory Group LLC is an SEC-registered investment advisory and wealth management firm serving individuals and high-net-worth clients. Founded in 2020, the firm provides discretionary portfolio management, financial planning, retirement planning, asset allocation, security selection, risk assessment, and ongoing portfolio monitoring. It also evaluates and selects third-party investment advisers for client portfolios. The firm's investment approach incorporates fundamental analysis, modern portfolio theory, and long-term investment strategies. Client portfolios may use equities, ETFs, fixed-income securities, annuities, insurance products and, where appropriate, other investments for diversification. Leonard Advisory Group emphasizes individualized investment policies aligned with each client's objectives and risk tolerance.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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