The Leaders Group, Inc.

Overview

The Leaders Group, Inc. is organized as a corporation and has been registered with the SEC since 1995. The firm is classified as an insurance broker-dealer and is owned by a domestic entity/individual. Profile data indicate the firm is not positioned as a capital allocator and is not flagged as an active ESG investor, pension consultant, multi-state adviser, newly formed adviser, or a related adviser. The available descriptors point to a business model focused on insurance distribution rather than discretionary asset management or advisory services that require reporting of client AUM. The firm’s regulatory and activity flags reinforce that it operates within the broker-dealer/insurance distribution space.

Assets & Accounts

Location & Offices