LEONARD & COMPANY

LEONARD AND COMPANY
TROY, Michigan·3 registered advisors·CRD# 36527
SEC# 801-60035248-952-5858
01

Firm Overview

AUM
$200M
Regulatory assets under management
Employees
51
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Performance-based fees
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at LEONARD & COMPANY

3 registered advisors
Dainforth Baker Jr French
TROY, Michigan
David Keith Weber
TROY, Michigan
Wendy Terese Leonard
TROY, Michigan
05

Office Locations

TROY, Michigan
3 advisors

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Data sourced from SEC Form ADV filings. LEONARD & COMPANY (CRD# 36527) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.