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James Patrick Leonard

THE LEONARD MANAGEMENT GROUP INC·AVON, Connecticut
Clean recordTHE LEONARD MANAGEMENT GROUP INC
395 W AVON RD, AVON, CT 06001CRD# 4340339Firm CRD# 104921

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
James Patrick Leonard · AVON, CT
Registration
CRD #4340339 · THE LEONARD MANAGEMENT GROUP INC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

James Patrick Leonard is a registered financial advisor based in AVON, Connecticut, affiliated with THE LEONARD MANAGEMENT GROUP INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
Introduction

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03

Firm Overview

Firm
THE LEONARD MANAGEMENT GROUP INC
THE LEONARD MANAGEMENT GROUP
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at THE LEONARD MANAGEMENT GROUP INC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4340339
Firm CRD# 104921
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James Patrick Leonard offer?
James Patrick Leonard specializes in Investment Management, Fee-Only Advisory. Contact their office in AVON, Connecticut for a consultation.
What are James Patrick Leonard's credentials?
James Patrick Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James Patrick Leonard located?
James Patrick Leonard is based in AVON, Connecticut, working with THE LEONARD MANAGEMENT GROUP INC. Their office serves clients in the AVON metropolitan area and surrounding communities.
How does James Patrick Leonard charge for services?
James Patrick Leonard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is THE LEONARD MANAGEMENT GROUP INC?
THE LEONARD MANAGEMENT GROUP INC has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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Research
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