Overview
Assets Under Management: $170 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 58
Average Client Assets: $2 million
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