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James J Leonard

LEONARD CAPITAL MANAGEMENT , INC·VERO BEACH, Florida
Unclaimed Profile
716 HOLLY ROAD, VERO BEACH, FL 32963CRD# 1844474Firm CRD# 161883
01

About

James J Leonard is a registered financial advisor based in VERO BEACH, Florida, affiliated with LEONARD CAPITAL MANAGEMENT , INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LEONARD CAPITAL MANAGEMENT , INC
LEONARD CAPITAL MANAGEMENT , INC
AUM
$323M
Regulatory assets under management
Employees
—
Total firm employees
View all advisors at LEONARD CAPITAL MANAGEMENT , INC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1844474
Firm CRD# 161883
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does James J Leonard offer?
James J Leonard specializes in Retirement Planning. Contact their office in VERO BEACH, Florida for a consultation.
What are James J Leonard's credentials?
James J Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is James J Leonard located?
James J Leonard is based in VERO BEACH, Florida, working with LEONARD CAPITAL MANAGEMENT , INC. Their office serves clients in the VERO BEACH metropolitan area and surrounding communities.
How does James J Leonard charge for services?
James J Leonard's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEONARD CAPITAL MANAGEMENT , INC?
LEONARD CAPITAL MANAGEMENT , INC is a registered investment adviser with the SEC, managing $323M in regulatory assets under management. See their Form ADV for full details.
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Other Advisors at LEONARD CAPITAL MANAGEMENT , INC

Paul E Gugel
VERO BEACH, FL

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