LEONARD & COMPANY
Legal name: LEONARD AND COMPANY
CRD #36527 SEC #801-60035 TROY, MI 248-952-5858
SEC Registered Broker-Dealer Private Funds
Total AUM
$199.8M
Discretionary
$198.4M
Employees
51
Clients
1
Accounts
1,560
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2012 | $199.8M | $198.4M | $1.5M | 51 | 1,600 |
| Aug 2011 | $226.7M | $223.9M | $2.8M | 51 | -- |
| Jul 2011 | $226.7M | $223.9M | $2.8M | 51 | -- |
| May 2011 | $226.7M | $223.9M | $2.8M | 51 | -- |
| Apr 2011 | $226.7M | $223.9M | $2.8M | 51 | -- |
| Apr 2011 | $226.7M | $223.9M | $2.8M | 51 | -- |
| Apr 2011 | $226.7M | $223.9M | $2.8M | 51 | -- |
| Mar 2011 | $194.3M | $189M | $5.3M | 51 | -- |
| Jan 2011 | $194.3M | $189M | $5.3M | 51 | -- |
| Jan 2010 | $157.5M | $143.5M | $14M | -- | -- |
| Jun 2009 | $157.5M | $143.5M | $14M | -- | -- |
| Mar 2009 | $157.5M | $143.5M | $14M | -- | -- |
| Mar 2009 | $241M | $241M | $0 | -- | -- |
| Feb 2009 | $241M | $241M | $0 | -- | -- |
| Mar 2008 | $241M | $241M | $0 | -- | -- |
| Mar 2008 | $163M | $163M | $0 | -- | -- |
| Feb 2008 | $163M | $163M | $0 | -- | -- |
| Jan 2008 | $163M | $163M | $0 | -- | -- |
| Sep 2007 | $163M | $163M | $0 | -- | -- |
| Aug 2007 | $163M | $163M | $0 | -- | -- |
| May 2007 | $163M | $163M | $0 | -- | -- |
| May 2007 | $163M | $163M | $0 | -- | -- |
| Apr 2007 | $163M | $163M | $0 | -- | -- |
| Mar 2007 | $163M | $163M | $0 | -- | -- |
| Feb 2007 | $260.2M | $260.2M | $0 | -- | -- |
| Mar 2006 | $260.2M | $260.2M | $0 | -- | -- |
| Jul 2004 | $112.4M | $112.4M | $0 | -- | -- |
| Mar 2004 | $112.4M | $112.4M | $0 | -- | -- |
| Mar 2002 | $83.7M | $50.8M | $32.9M | -- | -- |
| Jun 2001 | $35M | $35M | $0 | -- | -- |
DateMar 2012
Total AUM$199.8M
Discretionary$198.4M
Non-Disc.$1.5M
Employees51
Clients1,600
DateAug 2011
Total AUM$226.7M
Discretionary$223.9M
Non-Disc.$2.8M
Employees51
Clients--
DateJul 2011
Total AUM$226.7M
Discretionary$223.9M
Non-Disc.$2.8M
Employees51
Clients--
DateMay 2011
Total AUM$226.7M
Discretionary$223.9M
Non-Disc.$2.8M
Employees51
Clients--
DateApr 2011
Total AUM$226.7M
Discretionary$223.9M
Non-Disc.$2.8M
Employees51
Clients--
DateApr 2011
Total AUM$226.7M
Discretionary$223.9M
Non-Disc.$2.8M
Employees51
Clients--
DateApr 2011
Total AUM$226.7M
Discretionary$223.9M
Non-Disc.$2.8M
Employees51
Clients--
DateMar 2011
Total AUM$194.3M
Discretionary$189M
Non-Disc.$5.3M
Employees51
Clients--
DateJan 2011
Total AUM$194.3M
Discretionary$189M
Non-Disc.$5.3M
Employees51
Clients--
DateJan 2010
Total AUM$157.5M
Discretionary$143.5M
Non-Disc.$14M
Employees--
Clients--
DateJun 2009
Total AUM$157.5M
Discretionary$143.5M
Non-Disc.$14M
Employees--
Clients--
DateMar 2009
Total AUM$157.5M
Discretionary$143.5M
Non-Disc.$14M
Employees--
Clients--
DateMar 2009
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees--
Clients--
DateFeb 2009
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$241M
Discretionary$241M
Non-Disc.$0
Employees--
Clients--
DateMar 2008
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateFeb 2008
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateJan 2008
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateSep 2007
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateAug 2007
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateMay 2007
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateApr 2007
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees--
Clients--
DateFeb 2007
Total AUM$260.2M
Discretionary$260.2M
Non-Disc.$0
Employees--
Clients--
DateMar 2006
Total AUM$260.2M
Discretionary$260.2M
Non-Disc.$0
Employees--
Clients--
DateJul 2004
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2004
Total AUM$112.4M
Discretionary$112.4M
Non-Disc.$0
Employees--
Clients--
DateMar 2002
Total AUM$83.7M
Discretionary$50.8M
Non-Disc.$32.9M
Employees--
Clients--
DateJun 2001
Total AUM$35M
Discretionary$35M
Non-Disc.$0
Employees--
Clients--