Leonard & Martens, LLC

CONNECT

Address:

3401 Denali Street, Suite 103
Anchorage, AK 99503

Phone:

907-258-1395

Fax/Other:

907-522-7042

Minimum Account Size

To ensure that we remain able to provide the level of service, which our clients, existing and new, deserve, we have certain minimum thresholds for new individual clients.  The general thresholds are:

  • $1 million of liquid assets for new clients;
  • $500,000 of liquid assets for friends of clients;
  • No minimum for family members of existing clients.

While we have stated minimums, we are flexible. For example, if you do not meet the thresholds but will likely meet them in the foreseeable future, we would waive the minimum.  Our goal is to develop long-term relationships with our clients.  Please contact us with regards to your specific situation.

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Check the background of this financial professional on FINRA's BrokerCheck