Overview
Assets Under Management: $1.9 billion
Headquarters: SUMMIT, NJ
High-Net-Worth Clients: 226
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 226
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 25.88
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 6,331
Discretionary Accounts: 4,768
Non-Discretionary Accounts: 1,563
Regulatory Filings
CRD Number: 111052
Filing ID: 2005086
Last Filing Date: 2025-07-22 10:58:00
Website: https://leadersgroup.net