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THE LEONARD FINANCIAL GROUP, LLC
CRD 123651 · SEC 801-66650
6820 INDIANA AVENUE, SUITE 230, RIVERSIDE, CA, 92506, United States
Phone
951-781-7320
Fax
951-682-1382
Registration
— (—)
Source
State registered
Total AUM
$47.8M
Discretionary AUM
$46.5M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 59 | $11.9M |
| High net worth individuals | 15 | $35.8M |
| Charitable organizations | 2 | $126K |
All web addresses on file
Official SEC filing: View on IAPD