G.P. Leach Securities LLC
RIAState Registered
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
- July 3, 2025
- 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 Texas-registered limited liability company operating as an independent registered investment adviser. The firm is owned by an individual and provides portfolio management services targeted to individuals and small businesses. Its fee model is percentage of assets under management. The firm’s filings indicate it does not position itself as a capital allocator, is not an active ESG investor, and does not perform pension consulting or multi-state advisory programs.
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
FINTRXContacts
FINTRXWealth 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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