LEADERSHIP FINANCIAL ADVISORS, LLC
Firm details
- Headquarters
- Plano, Texas
- CRD number
- 332430
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI67.46%
- Individuals32.54%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Leadership Financial Advisors, LLC is an independent, individually owned registered investment adviser organized as an LLC that serves individual and family clients. The firm provides financial planning and portfolio management focused on individuals and small businesses. Its fee schedule includes percentage-of-AUM charges as well as hourly and fixed-fee arrangements. Leadership Financial Advisors does not identify as an active ESG investor, is not a multi-state adviser, and is not positioned as a pension consultant or 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
- Private Funds60%
- Exchange Traded Equities28%
- Cash & Cash Equivalents11%
- Other1%
Owners & executives
1 of 1JOHN BRADY
Managing Member And Chief Compliance OfficerCRD 2119657
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Plano, TX
COLLIN
Location
Plano, TX
Headquartered in Plano, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- COLLIN
- Address
- 6275 W Plano Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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