John M. Leonard, LLC
Firm details
- Headquarters
- Douglas, Michigan
- CRD number
- 134756
- Website
- jmlllc.com
- Fee structure
- Percentage of AUM
- Client types
- HNWI82.07%
- Individuals17.78%
- Charitable Organizations0.15%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
John M. Leonard, LLC is an independent registered investment adviser operating as a limited liability company and owned by an individual. The firm provides financial planning and discretionary portfolio management, targeting individuals, families and small-business owners while also working with some institutional clients. It charges fees as a percentage of assets under management. The firm reports a fixed-income orientation, is not an active ESG investor, and does not act as a capital allocator.
Assets & Accounts
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
- US Government Bonds49%
- Exchange Traded Equities47%
- Cash & Cash Equivalents4%
Contacts
1 of 1John Leonard
Registered PrincipalCRD 1326397
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Douglas, MI
Allegan
Location
Douglas, MI
Headquartered in Douglas, MI, anchoring the Grand Rapids-Kentwood-Muskegon, MI metro in the Midwest.
- Metro area
- Grand Rapids-Kentwood-Muskegon, MI
- Region
- Midwest
- County
- Allegan
- Address
- 201 Center St
- Time zone
- ET (UTC-5)
- Office locations
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