THE LEONARD FINANCIAL GROUP, LLC
CRD #123651 SEC #801-66650 RIVERSIDE, CA 951-781-7320
SEC Registered Disclosures
Total AUM
$31.4M
Discretionary
$24.8M
Employees
1
Clients
26
Accounts
146
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2012 | $31.4M | $24.8M | $6.6M | 1 | 26 |
| May 2012 | $31.4M | $24.8M | $6.6M | 1 | 26 |
| Mar 2012 | $31.4M | $24.8M | $6.6M | 1 | 26 |
| Mar 2012 | $31.4M | $24.8M | $6.6M | 1 | 26 |
| Mar 2011 | $32M | $29.4M | $2.6M | 5 | -- |
| Mar 2010 | $29.7M | $29.7M | $0 | 5 | -- |
| Jan 2010 | $35.1M | $35.1M | $0 | 5 | -- |
| Jan 2007 | $35.9M | $35.9M | $0 | 5 | -- |
| Nov 2006 | $30.2M | $30.2M | $0 | 5 | -- |
DateJun 2012
Total AUM$31.4M
Discretionary$24.8M
Non-Disc.$6.6M
Employees1
Clients26
DateMay 2012
Total AUM$31.4M
Discretionary$24.8M
Non-Disc.$6.6M
Employees1
Clients26
DateMar 2012
Total AUM$31.4M
Discretionary$24.8M
Non-Disc.$6.6M
Employees1
Clients26
DateMar 2012
Total AUM$31.4M
Discretionary$24.8M
Non-Disc.$6.6M
Employees1
Clients26
DateMar 2011
Total AUM$32M
Discretionary$29.4M
Non-Disc.$2.6M
Employees5
Clients--
DateMar 2010
Total AUM$29.7M
Discretionary$29.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$35.9M
Discretionary$35.9M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees5
Clients--