G.P. Leach Securities LLC
RIASEC RegisteredEst. 2021
Total AUM
$80K
Discretionary
$80K
100% of AUM
Avg account
$26.7K
Accounts
3
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 312891
- Registered since
- November 12, 2021
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
G.P. Leach Securities LLC is a small, individually owned limited liability company that provides discretionary portfolio management for individuals and small businesses. The firm registered with the SEC in 2021 and bills clients on a percentage-of-AUM basis. Filings indicate the adviser does not position itself as an ESG specialist, pension consultant, multi-state adviser, or a related adviser to another registered entity.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds90%
- Exchange Traded Equities10%
Owners & executives
1 of 1
Garrison Leach
Founder & CEOCRD 7301710
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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