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Managing Member & Chief Compliance Officer · Leonard Advisory Group LLC

Joshua T. Leonard

CRD 5947619 · Named on Form ADV at one SEC-registered adviser

At a glance

Leonard Advisory Group LLC, an SEC-registered wealth manager based in Saint Joseph, MI with $114 million in regulatory assets, lists Joshua T. Leonard on its Form ADV as Managing Member & Chief Compliance Officer, a control person.

Firms and roles

  • Leonard Advisory Group LLCManaging Member & Chief Compliance OfficerWealth manager · Saint Joseph, MI · $114M in regulatory assets

AtlasMembers

Joshua’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Yana LeonardChief Risk and Operations Officer, Leonard Advisory Group LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joshua’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.