Overview
Assets Under Management: $123 million
High-Net-Worth Clients: 47
Average Client Assets: $3 million
Frequently Asked Questions
LEATHE & ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133651), LEATHE & ASSOCIATES, LLC is subject to fiduciary duty under federal law.
LEATHE & ASSOCIATES, LLC serves 47 high-net-worth clients according to their SEC filing dated October 09, 2024. View client details ↓
According to their SEC Form ADV, LEATHE & ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
LEATHE & ASSOCIATES, LLC manages $123 million in client assets according to their SEC filing dated October 09, 2024.
According to their SEC Form ADV, LEATHE & ASSOCIATES, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 47
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 99.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 133
Discretionary Accounts: 133
Regulatory Filings
CRD Number: 133651
Last Filing Date: 2024-10-09 00:00:00
Website: https://leatheassociates.com