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Jonathan Raymond Leong

Aumakua Capital Management LLC

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About Jonathan Raymond Leong

Jonathan Raymond Leong is a Registered Investment Advisor Representative with Aumakua Capital Management LLC. Jonathan has been in the industry since September 2012 and is registered in Hawaii and Oregon. Jonathan holds the Chartered Financial Analyst designation.

Firm Information

Jonathan Leong is currently registered with Aumakua Capital Management LLC. Aumakua Capital Management LLC is an investment advisor managing approximately $7.15 million in assets. The firm provides portfolio management for businesses, individuals, and pooled investment vehicles. They have a total of 12 clients, including investment companies, high-net-worth individuals, and individuals other than high-net-worth.

$7.15M

Assets Under Management

2

Total Clients

1

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Jonathan Leong’s Registration & Firm History

OR

01/14/2015 - Present

Aumakua Capital Management LLC (ALBANY OR)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Raymond Leong.
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