Leonard And Company (Troy)

Name: Leonard And Company
Address: 1450 W. Long Lake, Troy, MI, 48098
Telephone: 248-952-5858

Leonard And Company is a large advisory firm based in Troy. It manages $34.97 million of regulatory assets for 192 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Michigan.

Leonard And Company provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Leonard And Company: assets under management

The assets under management (AUM) of Leonard And Company is $34.97 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $34.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $182.16 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Leonard And Company for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Leonard And Company

James Sylvester Currier joined the executive team most recently as the Finop.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donald Marron Leonard	Chief executive officer	1 Nov 1995	Other	735329
Donald M. Leonard Investment Company	Owner	1 Nov 1995	75% - 100%	38-3262884
James Sylvester Currier	Finop	1 Oct 2000	Other	2070654

Based in Troy

The principal office where Leonard And Company performs its advisory services is located at 1450 W. Long Lake, Troy, MI 48098, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 248-952-5858 or by fax 248-952-0147. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at leonardandcompany.com.