AdvisorOS Directory
Claim Profile
NL

Nicholas John Leo Leish

GOANNA CAPITAL MANAGEMENT LLC·WEST PALM BEACH, Florida
Unclaimed Profile
515 N. FLAGLER DRIVE, WEST PALM BEACH, FL 33401CRD# 5933452Firm CRD# 314952
01

About

Nicholas John Leo Leish is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with GOANNA CAPITAL MANAGEMENT LLC. 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
GOANNA CAPITAL MANAGEMENT LLC
GOANNA CAPITAL MANAGEMENT LLC
AUM
$370M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at GOANNA CAPITAL MANAGEMENT LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5933452
Firm CRD# 314952
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WEST PALM BEACH?

Browse all registered financial advisors in WEST PALM BEACH, Florida or claim this profile if it's yours.

Browse WEST PALM BEACH AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nicholas John Leo Leish offer?
Nicholas John Leo Leish specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Nicholas John Leo Leish's credentials?
Nicholas John Leo Leish is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nicholas John Leo Leish located?
Nicholas John Leo Leish is based in WEST PALM BEACH, Florida, working with GOANNA CAPITAL MANAGEMENT LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Nicholas John Leo Leish charge for services?
Nicholas John Leo Leish'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 GOANNA CAPITAL MANAGEMENT LLC?
GOANNA CAPITAL MANAGEMENT LLC has approximately 5 employees and manages $370M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WEST PALM BEACH
Michael Thomas Borgia — SANDERS CAPITAL, LLCJean Margo Reid — SANDERS CAPITAL, LLCJohn Patrick Mahedy — SANDERS CAPITAL, LLCAlex (nmn) Shabshis — SANDERS CAPITAL, LLCLewis Alan Sanders — SANDERS CAPITAL, LLC
Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)NAPLES (220)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile