Leonard B. Fay Cpa

Overview

Leonard B. Fay Cpa is organized as a corporation but listed with an individual owner type. The firm is classified as unclassified in the snapshot data and is identified as a capital allocator that focuses on selecting other advisers rather than running in-house strategies. Its registered advisory activity is specifically described as "Selection Of Other Advisers," and the organization also has industry ties as both an investment adviser and an accountant. Operational attributes reported include a nonstandard fee structure ("Other"), no engagement as an active ESG investor, and no multi-state advisory status. The firm is not listed as a pension consultant, not newly formed, and not reported as a related adviser to another entity.

Assets & Accounts

Investments & Alternatives

Location & Offices