LEONARD ASSET MANAGEMENT, INC.
CRD #144245 SEC #801-68348 TROY, MI 248-786-1532
SEC Registered
Total AUM
$5.3M
Discretionary
$5.3M
Employees
5
Clients
0
Accounts
1
Firm Details
- Organization Type
- Corporation
- State of Formation
- Michigan
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Apr 30, 2009
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| FRENCH, DAINFORTH, BAKER | I | PRESIDENT | NA | Control |
| FRENCH, DAINFORTH, BAKER | I | PRESIDENT | NA | Control |
| FRENCH, DAINFORTH, BAKER | I | PRESIDENT | NA | Control |
| HOWARD, JAY, BRANDON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HOWARD, JAY, BRANDON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HOWARD, JAY, BRANDON | I | CHIEF INVESTMENT OFFICER | NA | Control |
| LEONARD, WENDY, TERESE | I | TRUSTEE | NA | Control |
| LEONARD, WENDY, TERESE | I | TRUSTEE | NA | Control |
| LEONARD, WENDY, TERESE | I | TRUSTEE | NA | Control |
| LEONARD, WENDY, TERESE | I | TRUSTEE | NA | Control |
| PLOPA, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| PLOPA, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| PLOPA, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| PLOPA, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| PLOPA, JEFFREY, DAVID | I | CHIEF COMPLIANCE OFFICER | NA | |
| LEONARD, WENDY | I | BENEFICIAL OWNER AND DIRECTOR | E | Control |
| THE DONALD M. LEONARD FAMILY TRUST DATED JULY 2, 2007: WENDY LEONARD, TRUSTEE | DE | OWNER | E | Control |
| THE DONALD M. LEONARD FAMILY TRUST DATED JULY 2, 2007: WENDY LEONARD, TRUSTEE | DE | OWNER | E | Control |
| THE ESTATE OF DONALD M. LEONARD, WENDY LEONARD, PERSONAL REPRESENTATIVE | DE | SHAREHOLDER | E | Control |
| FRENCH, DAINFORTH, BAKER | I | PRESIDENT | D | Control |
| FRENCH, DAINFORTH, BAKER | I | PRESIDENT | D | Control |
| THE DONALD M. LEONARD CREDIT SHELTER QUALIFICED SUBCHAPTER S TURST NO. 1 DATED JULY 2, 2007: WENDY LEONARD, TRUSTEE | DE | OWNER | D | Control |
| THE DONALD M. LEONARD FAMILY TRUST DATED JULY 2, 2007: WENDY LEONARD, TRUSTEE | DE | OWNER | D | Control |
Registrations
Federal
IA
Apr 30, 2009 REGISTERED
Notice Filings (1)
MI
Address
1450 W. LONG LAKE RD. STE 150TROY, MI 48098
United States
Phone: 248-786-1532