G.P. LEACH SECURITIES LLC
Adviser information for G.P. LEACH SECURITIES LLC last updated from Form ADV on October 16th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 3 | $222,363 |
| Non-Discretionary | 2 | $282.7M |
| Total | 5 | $282.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $222,363 |
| HNW Individuals | <5 | $282.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-122659 |
|---|---|
| SEC ERA File Number | 801-122659 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 312891 |
| Legal Entity Identifier | None |
Principal Office
821 LANDMARK DRALEDO
TX
United States
Monday - Friday, 9:00AM - 5:00PM
Tel: (817) 939-9809, Fax: N/A
Websites
Chief Compliance Officer
GARRISON PHILIP LEACH
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER
821 LANDMARK DR
ALEDO
TX
United States
Tel:
(817) 939-9809
Fax:
N/A
G*******@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEACH, GARRISON, PHILIP | Individual | – | MANAGING MEMBER & CHIEF COMPLIANCE OFFICER | 01/2021 | > 75% |