Leonard And Company is a large advisory firm based in Troy. It manages $34.97 million of regulatory assets for 192 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.
Leonard And Company provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Leonard And Company is $34.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Leonard And Company for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
James Sylvester Currier joined the executive team most recently as the Finop.
The principal office where Leonard And Company performs its advisory services is located at 1450 W. Long Lake, Troy, MI 48098, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-952-5858 or by fax 248-952-0147. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at leonardandcompany.com.