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LEONARD CAPITAL MANAGEMENT , INC
LEONARD CAPITAL MANAGEMENT , INC
2 registered advisors
·
CRD# 161883
SEC# 802-107927
928-282-4642
01
Firm Overview
AUM
$323M
Regulatory assets under management
Employees
—
Total firm employees
Advisors
2
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at LEONARD CAPITAL MANAGEMENT , INC
2 registered advisors
James J Leonard
VERO BEACH, Florida
CRD# 1844474
Paul E Gugel
VERO BEACH, Florida
CRD# 6032448
05
Office Locations
VERO BEACH, Florida
2 advisors
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Data sourced from SEC Form ADV filings. LEONARD CAPITAL MANAGEMENT , INC (CRD# 161883) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.