THE LEONARD FINANCIAL GROUP, LLC
SEC file number 801-66650
· RIVERSIDE, CA
https://leonards.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$31.4M
Discretionary AUM
$24.8M
Employees
—
Clients
—
Firm
- Address
- 6820 INDIANA AVENUE
RIVERSIDE, CA 92506 - Phone
- —
- Website
- https://leonards.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed May 2, 2026
Possible Form D name matches (not verified)
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- Forward Financial Holdings Inc. Medium name-match confidence · CIK 2051252 · TX
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- Upward Financial Inc. Medium name-match confidence · CIK 1963585 · WA
- M FINANCIAL HOLDINGS INC Medium name-match confidence · CIK 1047852 · OR
- W FINANCIAL FUND, LP Medium name-match confidence · CIK 1248244 · NY
- GiveCard Financial Inc Medium name-match confidence · CIK 2104270 · NY
- Sword Financial Corp. Medium name-match confidence · CIK 1764930 · WI
- F&M FINANCIAL CORP Medium name-match confidence · CIK 802119 · TN
- Lizton Financial Corp Medium name-match confidence · CIK 2144080 · IN
- Sonata Financial Holdings, Inc. Medium name-match confidence · CIK 784974 · TN
- BNH Financial Medium name-match confidence · CIK 1886472 · NH
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Sword Financial Corp. · D · Nov 2, 2026$60.1M
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Lizton Financial Corp · D · Jul 9, 2026$25M
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BNH Financial · D · Apr 3, 2026$40M
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LIT Financial Corporation, Inc. · D · Mar 18, 2026$2.5M
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M FINANCIAL HOLDINGS INC · D · Mar 13, 2026$8.9M
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W FINANCIAL FUND, LP · D/A · Jan 23, 2026
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GiveCard Financial Inc · D · Jan 14, 2026$8.9M
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Upward Financial Inc. · D · Nov 10, 2025$9.1M
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LIT Financial Corporation, Inc. · D · Nov 10, 2025$10M
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LIT Financial Corporation, Inc. · D · Nov 3, 2025$4M
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F&M FINANCIAL CORP · D · Jul 16, 2025$60M
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Legacy Financial, Inc. · D/A · May 27, 2025$20M
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Legacy Financial, Inc. · D · May 27, 2025$20M
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Sonata Financial Holdings, Inc. · D · May 15, 2025$10M
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Sonata Financial Holdings, Inc. · D · May 15, 2025$8M
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M FINANCIAL HOLDINGS INC · D · Mar 17, 2025$6.8M
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W FINANCIAL FUND, LP · D/A · Jan 29, 2025
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Forward Financial Holdings Inc. · D · Jan 10, 2025$325K