Leon
Mcgroarty
Cooper Mcmanus
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About this Advisor
Leon Mcgroarty is a financial advisor based out of Chino, California with a total of 10 years of industry experience. Mcgroarty is an employee of Cooper Mcmanus. Their career trajectory has included roles at Securities America, Inc, 401K America, Inc, Chino Executive Offices, Cooper Mcmanus, Cambridge Investment Research, Inc and The Kagan Company. Mcgroarty has a Series 63 license, certifying them as a securities agent, and is registered to serve investors in California. Cooper Mcmanus is a registered investment business operating out of Irvine, CA. It has offices in 21 locations and a total of 40 employees. It oversees $1 billion in total assets across its 4,523 accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advisory services to nine charities and foundations. Of its 4,523 customer accounts, just 11% are associated with high-net-worth investors who have at least $1 million in assets. Cooper Mcmanus performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees largely depend on which services are offered. However, fees billed by Cooper Mcmanus most likely are comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cooper Mcmanus Brokerage Details
$1,296,801,066
40
4,523
$286,713
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Leon Mcgroarty Work History
Leon has been registered as a financial advisor for 10 years.*
Cambridge Investment Research, Inc
Cooper Mcmanus
401K America, Inc
The Kagan Company
Securities America, Inc
Chino Executive Offices
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Leon Mcgroarty to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cooper Mcmanus
Irvine, CA
Irvine, CA
Santa Ynez, CA
Irvine, CA
Irvine, CA
Thousand Oaks, CA
Irvine, CA
Thousand Oaks, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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