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LEADERSHIP FINANCIAL ADVISORS, LLC
CRD 332430
6275 WEST PLANO PARKWAY, SUITE 500, FRISCO, TX, 75093, United States
Phone
972-365-6692
Fax
972-731-5917
Registration
— (—)
Source
State registered
Total AUM
$20.7M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 12 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18 | $6.7M |
| High net worth individuals | 19 | $14.0M |
Official SEC filing: View on IAPD