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JOHN M. LEONARD, LLC
CRD 134756
201 CENTER STREET, DOUGLAS, MI, 49406-0278, United States
Phone
269-857-2860
Fax
269-857-7518
Registration
— (—)
Source
State registered
Total AUM
$31.7M
Discretionary AUM
$31.7M
Team
1 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Market timing
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 34 | $5.6M |
| High net worth individuals | 11 | $26.0M |
| Charitable organizations | 2 | $49K |
All web addresses on file
Official SEC filing: View on IAPD