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LINC WEALTH SOLUTIONS
LEONARD INVESTMENT CONSULTING LLC
CRD 174470
36 E. MAIN STREET, SUITE 201, NORRISTOWN, PA, 19401, United States
Phone
215-806-9059
Fax
215-836-9783
Registration
— (—)
Source
State registered
Total AUM
$11.4M
Discretionary AUM
$11.4M
Team
1 total employees; 1 advisory reps; 29 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 29 | $11.4M |
All web addresses on file
Official SEC filing: View on IAPD