THE LEONARD FINANCIAL GROUP, LLC

RIVERSIDE, California·2 registered advisors·CRD# 123651
SEC# 801-66650951-781-7320
01

Firm Overview

AUM
$31M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at THE LEONARD FINANCIAL GROUP, LLC

2 registered advisors
Karl L. Hicks
RIVERSIDE, California
Vernon Trenniss Hall
RIVERSIDE, California
05

Office Locations

RIVERSIDE, California
2 advisors

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Data sourced from SEC Form ADV filings. THE LEONARD FINANCIAL GROUP, LLC (CRD# 123651) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.