Overview
Assets Under Management: $170 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 58
Average Client Assets: $2 million
Frequently Asked Questions
THOMAS LEO ADVISORY, 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 #159271), THOMAS LEO ADVISORY, LLC is subject to fiduciary duty under federal law.
THOMAS LEO ADVISORY, LLC is headquartered in MINNEAPOLIS, MN.
THOMAS LEO ADVISORY, LLC serves 58 high-net-worth clients according to their SEC filing dated February 18, 2025. View client details ↓
According to their SEC Form ADV, THOMAS LEO ADVISORY, LLC offers portfolio management for individuals. View all service details ↓
THOMAS LEO ADVISORY, LLC manages $170 million in client assets according to their SEC filing dated February 18, 2025.
According to their SEC Form ADV, THOMAS LEO ADVISORY, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 58
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.82
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 362
Discretionary Accounts: 356
Non-Discretionary Accounts: 6
Regulatory Filings
CRD Number: 159271
Last Filing Date: 2025-02-18 00:00:00
Website: https://thomasleoadvisory.com