A complete list of active advisors currently associated with Leslie Gale Advisors, LLC
Warmer can help you find a great advisor at Leslie Gale Advisors, LLC or one who fits your needs even better.
The firm provides discretionary portfolio management primarily to U.S. individual clients and their tax-qualified accounts, including IRAs, SEPs, SIMPLEs and trusts. It offers both actively managed (monitored daily) and passively managed (rebalanced quarterly) programs using equities, fixed income and alternative allocations implemented through ETFs, mutual funds and individual securities. Investment decisions are driven by a quantitative process that uses proprietary screens and optimization models to target risk‑adjusted returns, with portfolios customized to each client’s risk profile and written restrictions accepted. The firm acts as a fiduciary, monitors accounts daily, conducts regular quarterly reviews, and identifies Charles Schwab as a preferred custodian and execution platform. Distinctive features include a concentrated client base—approximately $73.2 million in assets under management for about 35 clients—suggesting relatively large average account sizes rather than a mass-market client mix, and the firm does not maintain a public website. The brochure also discloses a 2017 consented Cease and Desist Order by the Florida regulator, including findings related to ADV filings, invoicing and agreement documentation and an administrative fine, a disclosure event that is uncommon among peers.
To learn more about the advisors currently working at Leslie Gale Advisors, 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 |
|---|---|---|
Boynton Beach, FL
| 12
|
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