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LEONARD ADVISORY GROUP LLC
CRD 321165
720 STATE ST, SAINT JOSEPH, MI, 49085, United States
Phone
269-588-1362
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$95.7M
Discretionary AUM
$95.7M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 201 | $45.9M |
| High net worth individuals | 29 | $49.8M |
All web addresses on file
Official SEC filing: View on IAPD