A complete list of active advisors currently associated with John M. Leonard, LLC
Warmer can help you find a great advisor at John M. Leonard, LLC or one who fits your needs even better.
John M. Leonard, LLC provides portfolio management and financial advisory services to individual investors and, notably, to charitable organizations, as identified in its Form ADV Part 2 (see Item 7: Types of Clients). The firm reports managing approximately $31.7 million in client assets across roughly 45 client relationships. The brochure describes ongoing portfolio management with periodic account reviews and indicates the firm may exercise investment discretion where agreed (Items 13 and 16). It also discloses the use of market timing as part of its investment methods (Item 8), a practice that is uncommon among independent advisers. What is distinctive about the firm compared with peers is this combination of serving charitable entities and expressly employing market timing techniques, both of which are statistically rare for independent, solo-practitioner firms. The firm’s relatively concentrated client base and mid-sized asset level further suggest a focused client segment and potentially more customized attention than larger firms.
To learn more about the advisors currently working at John M. Leonard, 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.
Name |
Location |
Years of experience |
|---|---|---|
Douglas, MI
| 15
|
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