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Leonard Advisory Group LLC

Headquartered in SAINT JOSEPH, MI

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Firm Information

Leonard Advisory Group LLC is a financial advisory firm that provides financial planning and portfolio management services to individuals and high-net-worth individuals. The firm manages approximately $45.37 million in assets and has 314 clients. Their services include financial planning, selection of other advisors, and portfolio management for individuals.

Leonard Advisory Group LLC

$45.37M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

LEONARD ADVISORY GROUP LLC has a total of 2 branch locations across the country.
location

Pittsburgh, PA

location

SAINT JOSEPH, MI

Advisors at Leonard Advisory Group LLC

View All 3 Advisors
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Peter Roy Belcastro

CFP®, RA

Pittsburgh, PA

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Angela Marie Ferrante

RA

Pittsburgh, PA

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Joshua Thomas Leonard

RA

SAINT JOSEPH, MI

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Disclosures

There are no public disclosures for Leonard Advisory Group LLC.

Frequently Asked Questions (8)

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