Overview
Assets Under Management: $405 million
Headquarters: ITASCA, IL
High-Net-Worth Clients: 162
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 162
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.58
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 967
Discretionary Accounts: 967
Regulatory Filings
CRD Number: 128202
Last Filing Date: 2025-02-26 00:00:00
Website: https://leslieglobalwealth.com