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Joshua Thomas Leonard

Leonard Advisory Group LLC

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About Joshua Thomas Leonard

Joshua Leonard is a Registered Investment Advisor in Michigan, Ohio, and Pennsylvania. Joshua is associated with the Leonard Advisory Group LLC, a firm with a total of 314 client accounts with assets under management of $45,373,231. The Leonard Advisory Group LLC provides financial planning and portfolio management for individuals. Joshua is a Series 65 licensed professional.

Firm Information

Joshua Leonard is currently registered with Leonard Advisory Group LLC. 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.

$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.

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Joshua Leonard’s Registration & Firm History

MI

07/15/2022 - Present

Leonard Advisory Group LLC (SAINT JOSEPH MI)

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Licenses & Designations

IA

Issued 08/03/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joshua Thomas Leonard.
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