John M Leonard

Finance · Michigan, United States · 1-10 Employees

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Overview

Headquarters

201 Center St, Douglas, Michigan, 49406,...

Phone Number

(269) 857-2860

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About John M Leonard

John M. Leonard, LLC is a Registered Investment Advisory firm located in West Michigan that specializes in individualized portfolio management, financial planning, and retirement planning. The firm, led by John M. Leonard, offers services such as investment account management, trend analysis, and retirement cash flow analysis, all tailored to meet clients' financial objectives and risk tolerances. With over 45 years of experience in the capital markets, John emphasizes a macroeconomic approach to investment management, focusing on understanding market trends to guide portfolio decisions. The firm operates on a fee-based model, ensuring a fiduciary responsibility to act in the best interest of its clients.Explore more
John M Leonard's Social MediaPopular SearchesJohn M Leonard LLCJohn M Leonard Antiques LLCLeonard John M CfpLeonard John M LLCSIC Code 62,628NAICS Code 52,523Show more

John M Leonard Org Chart

PhoneEmail
CV
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Office Administrator

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Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

John M Leonard

<$5M
1-10
Private
-
2000
CV
Cindy Van WykOffice Administrator
<$5M
1-10
Private
-
2013
SO
Steve OsterinkChief Investment Officer, Cfa, Cfp, Aif
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2014
MZ
Mitchell ZidesPresident & Senior Independent Fee Wealth Advisor & Only Financial Planner & Portfolio Manager
<$5M
1-10
Private
-
2006
Clifford Straub, President & Principal & Advisor at Lifestyle Financial Strategies
Clifford StraubPresident & Principal & Advisor
<$5M
1-10
Private
-
2012
<$5M
1-10
Private
-
2003
Wm. Lee, President at Wealth Advisory Services
Wm. LeePresident
Illustration of an envelope

Company Profile Activity

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Among all Finance companies

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Activity Insights

John M Leonard is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

John M Leonard is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about John M Leonard.

John M Leonard Tech Stack

A closer look at the technologies used by John M Leonard

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Frequently Asked Questions Regarding John M Leonard

What is John M Leonard's official website?
John M Leonard's official website is www.jmlllc.com
What is John M Leonard's Revenue?
John M Leonard's revenue is <$5 Million
What is John M Leonard's SIC code?
John M Leonard's SIC: 62,628
What is John M Leonard's NAICS code?
John M Leonard's NAICS: 52,523
How many employees does John M Leonard have?
John M Leonard has 1-10 employees
What industry does John M Leonard belong to?
John M Leonard is in the industry of: Finance, Securities Trading
What is John M Leonard competition?
John M Leonard top competitors include: Wealth Advisory Services, Constant Guidance Financial, Lifestyle Financial Strategies, DRW Financial
What technology does John M Leonard use?
Some of the popular technologies that John M Leonard uses are: Cloudflare Rocket Loader, WooCommerce, WordPress.org, reCAPTCHA
How do I contact John M Leonard?
John M Leonard contact info: Phone number: (269) 857-2860 Website: www.jmlllc.com
What does John M Leonard do?

John M. Leonard, LLC is a Registered Investment Advisory firm located in West Michigan that specializes in individualized portfolio management, financial planning, and retirement planning. The firm, led by John M. Leonard, offers services such as investment account management, trend analysis, and retirement cash flow analysis, all tailored to meet... clients' financial objectives and risk tolerances. With over 45 years of experience in the capital markets, John emphasizes a macroeconomic approach to investment management, focusing on understanding market trends to guide portfolio decisions. The firm operates on a fee-based model, ensuring a fiduciary responsibility to act in the best interest of its clients.Read More

What are John M Leonard social media links?
John M Leonard Linkedin page
Is John M Leonard a public company?
John M Leonard is private company therefore does not currently have an official ticker symbol
See more information about John M Leonard

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