Overview
Assets Under Management: $96 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 22
Average Client Assets: $3.6 million
Frequently Asked Questions
LEEB CAPITAL MANAGEMENT, INC. 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 #104793), LEEB CAPITAL MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LEEB CAPITAL MANAGEMENT, INC. is headquartered in NEW YORK, NY.
LEEB CAPITAL MANAGEMENT, INC. serves 22 high-net-worth clients according to their SEC filing dated February 05, 2025. View client details ↓
According to their SEC Form ADV, LEEB CAPITAL MANAGEMENT, INC. offers portfolio management for individuals. View all service details ↓
LEEB CAPITAL MANAGEMENT, INC. manages $96 million in client assets according to their SEC filing dated February 05, 2025.
According to their SEC Form ADV, LEEB CAPITAL MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 22
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 83.04%
Average Client Assets: $3.6 million
Total Client Accounts: 103
Discretionary Accounts: 102
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 104793
Filing ID: 1936150
Last Filing Date: 2025-02-05 12:54:00