FormDSignal
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Leonard Advisory Group LLC registers with the SEC (Saint Joseph, MI)

New SEC-registered adviser · CRD 321165 · 801-137191 · effective 2026-09-16

Effective 2026-09-16. 3 employees (3 advisory), $114M regulatory AUM across 622 accounts. Notice-filed in MI, OH, PA. Limited Liability Company (MI).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance