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Jenny Lee Leach

HARBOR CAPITAL ADVISORY SERVICES, INC.·FAIRPORT, New York
Unclaimed Profile
10 EAST CHURCH STREET, FAIRPORT, NY 14450CRD# 3257861Firm CRD# 146693
01

About

Jenny Lee Leach is a registered financial advisor based in FAIRPORT, New York, affiliated with HARBOR CAPITAL ADVISORY SERVICES, INC.. 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
Nonprofits & Foundations
03

Firm Overview

Firm
HARBOR CAPITAL ADVISORY SERVICES, INC.
HARBOR CAPITAL ADVISORY SERVICES, INC.
AUM
$71M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at HARBOR CAPITAL ADVISORY SERVICES, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3257861
Firm CRD# 146693
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jenny Lee Leach offer?
Jenny Lee Leach specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.
What are Jenny Lee Leach's credentials?
Jenny Lee Leach is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jenny Lee Leach located?
Jenny Lee Leach is based in FAIRPORT, New York, working with HARBOR CAPITAL ADVISORY SERVICES, INC.. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.
How does Jenny Lee Leach charge for services?
Jenny Lee Leach'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 HARBOR CAPITAL ADVISORY SERVICES, INC.?
HARBOR CAPITAL ADVISORY SERVICES, INC. has approximately 4 employees and manages $71M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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