Dennis
Leonida

Capital Financial Group, Inc

CRD#1073431
Investment Advisor
in Englewood, CO

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About this Advisor

Dennis Leonida is a financial advisor based in Englewood, Colorado, working with Capital Financial Group, Inc. Dennis has previously held positions at Capital Financial Group, Inc, Raymond James Financial Services, Inc, and Alcol Inc. Dennis has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Colorado and Texas. Currently, Dennis is part of Capital Financial Group, Inc, which operates out of Englewood, Colorado. The firm has 6 employees and manages assets totaling $196.4 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Capital Financial Group, Inc includes asset-based fees.

Certifications and Registrations

Series 63, Series 65, Chartered Financial Consultant

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets

Office Location

8400 E. Prentice Ave., Suite 1100
Englewood, CO 80111

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Capital Financial Group, Inc Brokerage Details

Total Assets Under Management

$196,422,153

CO Average: $2,349,664,866
Total Number of Employees

6

CO Average: 28
Total Number of Accounts

656

CO Average: 1,101
Average Account Size

$299,424

CO Average: $2,134,119

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Dennis Leonida Work History

1998 - Present (27 years)

Capital Financial Group, Inc

2009 - 2016 (7 years)

Alcol Inc

1998 - 2022 (24 years)

Raymond James Financial Services, Inc

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Dennis Leonida 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 Capital Financial Group, Inc

Alexander Leonida
Englewood, CO
Amel Guigli
Englewood, CO
Dennis Leonida
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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