Leechgary Asset Management LLC

Leech Gary Asset Management serves executives, entrepreneurs, professionals, retirees and other individual investors, providing discretionary portfolio management and comprehensive financial planning. The firm reports about $23 million in assets under management across roughly 23 client accounts and typically bills advisory fees as a percentage of AUM.

The firm employs a flexible strategy that blends concentrated positions with broader market diversification, investing in individual stocks, bonds, ETFs and mutual funds across balanced, growth and conservative mandates. Investment selection is primarily value‑oriented and multi‑cap, supported by fundamental analysis (with limited use of technical analysis), a stock focus list of roughly 150–200 companies, and routine monitoring on weekly, monthly and quarterly schedules.

Distinctive features include a small adviser-to-client scale (two advisers serving about 23 clients) and leadership the brochure reports as having more than 70 years of combined investment experience, which the firm says underpins regular portfolio review. The brochure also discloses historical NASD arbitration settlements involving a supervised person in the 1990s; the firm does not charge performance‑based fees and states that staff do not trade securities recommended to clients.