Leonard Jr., Gary A.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and advisory services to individual clients, managing approximately $800,000 across about 20 accounts. It offers portfolios that include equities, fixed income and a range of securities, and may use options, hedging techniques and margin as part of its investment implementation.
The adviser builds balanced portfolios tailored to each client’s risk tolerance and objectives, using fundamental, technical and cyclical analysis and daily market monitoring. Investment strategies disclosed include long- and short-term purchases, trading, short sales and options writing, with an emphasis on maintaining some cash to capture market opportunities.
This firm is atypical for a small independent adviser because the adviser is also a registered representative of a broker‑dealer and reports spending roughly forty hours per week in that capacity, alongside an extensive institutional trading background and multiple securities licenses. The adviser also engages in personal securities transactions and has a documented Code of Ethics to address potential conflicts arising from personal trading and the broker‑dealer affiliation.
Client services
Expertise
Fee options
$0 - $25,000: Not stated $25,000 - $50,000: 1.35% $50,000 - $100,000: 1.25% $100,000 - $500,000: 1.15% $500,000 - $1,000,000: 1.00% $1,000,000+: 0.75%
Account minimum: $25,000
Main office
San Francisco CA
Advisors at this office
1
Most active in
California
Also doing business as
Gary Allan Leonard, Jr. · Leonard Jr., Gary A. · Leonard, Jr., Gary Allan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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