Leede Financial Inc
Leede Financial Inc. is a mid-size independent investment firm that has been providing personalized financial advice since 1965. Specializing in venture market financings, asset management, and responsible investing, the firm values closer relationships with its clients over cookie-cutter solutions, differentiating itself from bank-owned competitors.
With over 180 advisors and $4.1 billion in assets, Leede Financial is committed to maintaining high ethical standards, having received top ratings in key service categories from Investment Executive's 2021 Brokerage Report Card. The company remains uniquely employee-owned, fostering a culture of personal investment in client success and community support.
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