Assets Under Management
$84.5M
Number of Clients
106
Number of Advisors
7
Average Client AUM
$797K
AUM per Advisor
$12.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
Leonard Investment Advisors, Inc. offers portfolio management and financial planning services to individuals, high-net-worth individuals, pension and profit-sharing plans, businesses, and corporations. They develop personalized investment strategies based on client objectives and risk tolerance, recommending mutual funds, ETFs, equities, and fixed income securities.
1900 N W Expressway, Suite 1450, Oklahoma City, OK, 73118-1812