AdvisorOS Directory
Claim Profile
HL

Howard Joseph Leonard

STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.·MATTHEWS, North Carolina
Unclaimed Profile
2514 PLANTATION CENTER DR., MATTHEWS, NC 28105CRD# 852575Firm CRD# 115340
01

About

Howard Joseph Leonard is a registered financial advisor based in MATTHEWS, North Carolina, affiliated with STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.
AUM
$62M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 852575
Firm CRD# 115340
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in MATTHEWS?

Browse all registered financial advisors in MATTHEWS, North Carolina or claim this profile if it's yours.

Browse MATTHEWS 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 Howard Joseph Leonard offer?
Howard Joseph Leonard specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MATTHEWS, North Carolina for a consultation.
What are Howard Joseph Leonard's credentials?
Howard Joseph Leonard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Howard Joseph Leonard located?
Howard Joseph Leonard is based in MATTHEWS, North Carolina, working with STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.. Their office serves clients in the MATTHEWS metropolitan area and surrounding communities.
How does Howard Joseph Leonard charge for services?
Howard Joseph Leonard's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC.?
STEWARDSHIP PARTNERS INVESTMENT COUNSEL, INC. has approximately 4 employees and manages $62M 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 MATTHEWS
Lisa Marie Trease — SAPERE WEALTH MANAGEMENT, LLCPaul Francis Borrelli — SAPERE WEALTH MANAGEMENT, LLCRichard Alan Von Gnechten — SAPERE WEALTH MANAGEMENT, LLCEvan Gillespie Stratton — SAPERE WEALTH MANAGEMENT, LLCScott Patrick Trease — SAPERE WEALTH MANAGEMENT, LLC
Nearby cities in North Carolina
CHARLOTTE (678)RALEIGH (346)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)
City Guides
CHARLOTTE GuideRALEIGH GuideGREENSBORO GuideCHAPEL HILL GuideDURHAM Guide
Research
Advisor Fees in North CarolinaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile