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Barry Donald Leslie

LESLIE GLOBAL WEALTH, LLC·ITASCA, Illinois
Unclaimed Profile
500 PARK BLVD, ITASCA, IL 60143CRD# 3098430Firm CRD# 128202
01

About

Barry Donald Leslie is a registered financial advisor based in ITASCA, Illinois, affiliated with LESLIE GLOBAL WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LESLIE GLOBAL WEALTH, LLC
LESLIE GLOBAL WEALTH, LLC
AUM
$362M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at LESLIE GLOBAL WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3098430
Firm CRD# 128202
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Barry Donald Leslie offer?
Barry Donald Leslie specializes in Financial Planning, Investment Management. Contact their office in ITASCA, Illinois for a consultation.
What are Barry Donald Leslie's credentials?
Barry Donald Leslie is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Barry Donald Leslie located?
Barry Donald Leslie is based in ITASCA, Illinois, working with LESLIE GLOBAL WEALTH, LLC. Their office serves clients in the ITASCA metropolitan area and surrounding communities.
How does Barry Donald Leslie charge for services?
Barry Donald Leslie's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LESLIE GLOBAL WEALTH, LLC?
LESLIE GLOBAL WEALTH, LLC has approximately 6 employees and manages $362M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Illinois
CHICAGO (3944)OAK BROOK (135)NAPERVILLE (120)NORTHBROOK (119)EVANSTON (103)
City Guides
CHICAGO GuideOAK BROOK GuideNAPERVILLE GuideNORTHBROOK GuideEVANSTON Guide
Research
Advisor Fees in IllinoisNational Fee Analysis
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