Leedom Asset Management, Inc.

Overview

Leedom Asset Management, Inc. is a small independent registered investment adviser that runs discretionary portfolios for both individuals/families and institutional clients. The firm favors equity-centered strategies, allocating a majority of client capital to exchange-traded equities and ETFs while providing financial planning and portfolio management for individuals, small businesses and institutions. Leedom charges clients on a percentage-of-AUM basis and operates with an individual ownership structure rather than as a broker-dealer or capital allocator. The adviser does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant.

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Public Holdings

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Location & Offices