The Leonard Management Group Inc (Avon)

The Leonard Management Group Inc is an adviser based in Avon. It manages $28.9 million of regulatory assets for 45 client accounts. It has been registered with the SEC as an adviser since 2001.

The Leonard Management Group provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Leonard Management Group: assets under management

The assets under management (AUM) of The Leonard Management Group Inc is $28.9 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $28.9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $642.2 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay The Leonard Management Group Inc for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Leonard Management Group Inc

James P Leonard has been acting as President since 1 Jan 1981. James Patrick Leonard joined the executive team most recently as the President, Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James P Leonard	President	1 Jan 1981	75% - 100%	4340339
James Patrick Leonard	President, chief compliance officer	1 Jan 1981	75% - 100%	4340339

Based in Avon

The principal office where The Leonard Management Group Inc performs its advisory services is located at 395 W Avon Rd, Avon, CT 06001, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.