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Wendy Terese Leonard

LEONARD & COMPANY·TROY, Michigan
Unclaimed Profile
1450 W. LONG LAKE ROAD, TROY, MI 48098CRD# 5412853Firm CRD# 36527
01

About

Wendy Terese Leonard is a registered financial advisor based in TROY, Michigan, affiliated with LEONARD & COMPANY. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
LEONARD & COMPANY
LEONARD AND COMPANY
AUM
$200M
Regulatory assets under management
Employees
51
Total firm employees
View all advisors at LEONARD & COMPANY →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 5412853
Firm CRD# 36527
5 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Wendy Terese Leonard offer?
Wendy Terese Leonard specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TROY, Michigan for a consultation.
What are Wendy Terese Leonard's credentials?
Wendy Terese Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Wendy Terese Leonard located?
Wendy Terese Leonard is based in TROY, Michigan, working with LEONARD & COMPANY. Their office serves clients in the TROY metropolitan area and surrounding communities.
How does Wendy Terese Leonard charge for services?
Wendy Terese Leonard's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEONARD & COMPANY?
LEONARD & COMPANY has approximately 51 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TROY
Dainforth Baker Jr French — LEONARD & COMPANYFrederick S. Rosenau — INSIGHT 2811 INCJoseph Anthony Nathan — INSIGHT 2811 INCHarold Franklin Rossen — INSIGHT 2811 INCAnthony Robert Watson — PORTFOLIO SOLUTIONS LLC
Nearby cities in Michigan
GRAND RAPIDS (173)BLOOMFIELD HILLS (163)SOUTHFIELD (139)ANN ARBOR (109)BIRMINGHAM (97)
City Guides
GRAND RAPIDS GuideBLOOMFIELD HILLS GuideSOUTHFIELD GuideANN ARBOR GuideBIRMINGHAM Guide
Research
Advisor Fees in MichiganNational Fee Analysis
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