THOMAS LEO ADVISORY, LLC
CRD #159271 SEC #801-112656 MINNEAPOLIS, MN 612-208-1641
SEC Registered
Total AUM
$170M
Discretionary
$168.6M
Employees
2
Clients
--
Accounts
362
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $170M | $168.6M | $1.4M | 2 | 0 |
| Mar 2024 | $149M | $135.6M | $13.5M | 2 | 0 |
| Mar 2023 | $131.5M | $131M | $484.6K | 2 | 0 |
| Mar 2022 | $152.2M | $149.7M | $2.6M | 2 | 0 |
| Feb 2021 | $108.6M | $108.6M | $0 | 2 | 0 |
| Jul 2020 | $110.1M | $110.1M | $0 | 2 | 0 |
| Jul 2020 | $110.1M | $110.1M | $0 | 2 | 0 |
| May 2020 | $110.1M | $110.1M | $0 | 2 | 0 |
| Mar 2020 | $110.1M | $110.1M | $0 | 2 | 0 |
| Mar 2019 | $99.9M | $96.9M | $3M | 2 | 0 |
| Feb 2019 | $99.9M | $96.9M | $3M | 2 | 0 |
| Feb 2018 | $111.8M | $102.8M | $9M | 2 | 0 |
| Mar 2012 | $47.2M | $46M | $1.1M | 1 | 0 |
| Mar 2012 | $35.1M | $35.1M | $0 | 1 | 0 |
| Nov 2011 | $0 | $0 | $0 | 1 | 0 |
DateFeb 2025
Total AUM$170M
Discretionary$168.6M
Non-Disc.$1.4M
Employees2
Clients0
DateMar 2024
Total AUM$149M
Discretionary$135.6M
Non-Disc.$13.5M
Employees2
Clients0
DateMar 2023
Total AUM$131.5M
Discretionary$131M
Non-Disc.$484.6K
Employees2
Clients0
DateMar 2022
Total AUM$152.2M
Discretionary$149.7M
Non-Disc.$2.6M
Employees2
Clients0
DateFeb 2021
Total AUM$108.6M
Discretionary$108.6M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients0
DateJul 2020
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients0
DateMay 2020
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2020
Total AUM$110.1M
Discretionary$110.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2019
Total AUM$99.9M
Discretionary$96.9M
Non-Disc.$3M
Employees2
Clients0
DateFeb 2019
Total AUM$99.9M
Discretionary$96.9M
Non-Disc.$3M
Employees2
Clients0
DateFeb 2018
Total AUM$111.8M
Discretionary$102.8M
Non-Disc.$9M
Employees2
Clients0
DateMar 2012
Total AUM$47.2M
Discretionary$46M
Non-Disc.$1.1M
Employees1
Clients0
DateMar 2012
Total AUM$35.1M
Discretionary$35.1M
Non-Disc.$0
Employees1
Clients0
DateNov 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0