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

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