THOMAS LEO ADVISORY, LLC

4406 Beard Ave S
Minneapolis, Minnesota 55410
Tel: 612-208-1641

About THOMAS LEO ADVISORY, LLC

THOMAS LEO ADVISORY, LLC, formally registered with the SEC as THOMAS LEO ADVISORY, LLC. The firm was established in 03/16/2018. They have over 1 offices throughout the country.

THOMAS LEO ADVISORY, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $169,983,203 assets under management, offering retirement planning & investment advisory services to 362 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	159271
SEC#	801-112656
Assets Managed by Firm	$169,983,203
No. of Clients	362
No. of Advisors	2

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	362	$169,983,203
Individuals (other than high net worth individuals)	87	$18,153,978
High net worth individuals	58	$125,483,903
Charitable organizations	Fewer than 5 clients	$26,345,322

More Retirement Planning firms in Minneapolis, Minnesota:

Firm Name	Assets Under Management	Total Clients	Total Advisors
U.S. BANCORP ASSET MANAGEMENT, INC. 800 Nicollet Mall, Mail Stop Bc-Mn-17ul Minneapolis, MN, 55402	$176,091,949,959	88	77
GARDA CAPITAL PARTNERS 305 Lake Street East Wayzata, MN, 55391	$137,829,756,000	3	200
THRIVENT FINANCIAL FOR LUTHERANS 901 Marquette Avenue, Suite 2500 Minneapolis, MN, 55402-3211	$121,600,874,152	69	4167
GALLIARD CAPITAL MANAGEMENT 800 Lasalle Ave. Ste 1400 Minneapolis, MN, 55402-2054	$85,511,782,543	279	102
RBC GLOBAL ASSET MANAGEMENT (U.S.) INC. 250 Nicollet Mall, Suite 1550 Minneapolis, MN, 55401-7585	$76,497,109,888	227	193

Explore More Retirement Advisors in Minneapolis, Minnesota

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.