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| Happy Holidays!! thanks for using AUM13F!! |
| Thomas Leo Advisory LLC
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| CRD # | 159271 |
| SEC # | 801-112656 |
| CIK # | |
| AUM | $170.0 M (2025-02-18) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 612-208-1641 |
| Address | 4406 Beard Ave S Minneapolis, MN 55410 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 87 | 18.2 |
| (b) Individuals (high net worth individuals) | 58 | 125.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 26.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 362 | 170.0 |
| By Discretionary | ||
| Discretionary | 356 | 168.6 |
| Non-Discretionary | 6 | 1.4 |
| Total | 362 | 170.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 170.0 | |
| Total | 362 | 170.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Bledsoe Asset Management LLC
✚
|
AZ | 0.2 |
|
ARK Advisors LLC
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IL | 0.2 |
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Hippocratic Financial Advisors LLC
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CA | 0.2 |
|
Grantvest Financial Group LLC
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NJ | 0.2 |
|
Pine Haven Investment Counsel Inc
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|
0.2 | |
|
Michael Traxler Wealth Management LLC
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|
MN | 0.2 |
|
Advice & Planning Services LLC
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|
PA | 0.2 |
|
Continental Investors Services Inc
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|
WA | 0.2 |
|
RBP Investment Advisors Inc
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|
0.2 | |
|
Miller Gesko & Co Inc
✚
|
NY | 0.2 |