A complete list of active advisors currently associated with G.P. Leach Securities LLC

Warmer can help you find a great advisor at G.P. Leach Securities LLC or one who fits your needs even better.

G.P. Leach Securities LLC provides discretionary investment management primarily to individuals and retirement accounts, offering account-by-account portfolio management with no stated account minimum and charging asset-based advisory fees. The firm manages client portfolios in accordance with each client’s investment objectives, risk tolerance, and time horizon and does not offer proprietary pooled products or wrap fee programs. The firm employs a systematic, research-driven approach that constructs diversified portfolios mainly from exchange-traded funds, equities, and fixed income, with periodic rebalancing and occasional tactical adjustments. While leverage and complex instruments are not central to its strategy, GPLS discloses limited use of borrowing (margin) and derivatives within separately managed accounts — practices that are uncommon among independent peers. Founded in 2021 as a small practice, the firm reports modest regulatory assets under management (about $80,000) and provides fully discretionary management while allowing client-imposed restrictions and tailored services. GPLS does not accept performance-based fees, generally recommends Interactive Brokers as custodian, and maintains a written code of ethics and disclosure procedures to document and address potential conflicts.

To learn more about the advisors currently working at G.P. Leach Securities LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.