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Leonardo Gonzalez

Polen Capital Management, LLC

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About Leonardo Gonzalez

Leonardo Gonzalez is a registered investment advisor representative with Polen Capital Management, LLC. Leonardo has been in the financial services industry since 2011. Leonardo's registration is active in Florida and 52 other states. Leonardo has passed the Uniform Combined State Law Examination, the Securities Industry Essentials Examination, and the General Securities Representative Examination. Leonardo's firm Polen Capital Management, LLC has 39 registered representatives, 14 investment advisor representatives, and a total of 27 investment advisory functions. The firm manages $43.2 billion in assets under management. Leonardo is currently also registered with Foreside Funds Distributors LLC.

Firm Information

Leonardo Gonzalez is currently registered with Polen Capital Management, LLC. Polen Capital Management, LLC is an investment advisor headquartered in Boca Raton, Florida. The firm manages over $43 billion in assets for a variety of clients, including high-net-worth individuals, institutions, and pooled investment vehicles. Polen Capital specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. The firm has a team of 39 registered representatives and 27 investment advisory professionals.
Polen Capital Management, LLC

1825 NW CORPORATE BLVD.

BOCA RATON, FL 33431

$43.24B

Assets Under Management

36

Total Clients

11

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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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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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Leonardo Gonzalez’s Registration & Firm History

FL

04/22/2014 - Present

Polen Capital Management, LLC (BOCA RATON FL)

FL

09/16/2011 - 01/30/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (FORT LAUDERDALE FL)

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Licenses & Designations

BOTH

Issued 11/16/2011

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/15/2011

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Leonardo Gonzalez.
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