Leading Edge Investment Advisors,llc
● SEC registered since 2007CRD 136476SEC# 801-68249San Francisco, CA
Reg. AUM
$5.17B
Employees
13
Accounts
12
Location
San Francisco, CA
Leading Edge Investment Advisors,llc assets under management
Leading Edge Investment Advisors,llc is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2007. It reports $5.2 billion in regulatory assets under management and employs 13 people.
Leading Edge Investment Advisors,llc owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Chris William Fong Control | Executive Vice President, Member | 10-25% | 2005 |
| Clayton Chui Jue Control | President / Ceo / Managing Member | Over 75% | 2005 |
| Susan Mari Kay Williamsen | Senior Vice President / Chief Compliance Officer | Under 5% | 2005 |
Frequently asked questions
How much does Leading Edge Investment Advisors,llc manage?
Leading Edge Investment Advisors,llc reports $5.2 billion in regulatory assets under management on its Form ADV.
How many employees does Leading Edge Investment Advisors,llc have?
Leading Edge Investment Advisors,llc reports 13 employees.
Where is Leading Edge Investment Advisors,llc located?
Leading Edge Investment Advisors,llc is based in San Francisco, CA and has been SEC-registered since 2007.
Does Leading Edge Investment Advisors,llc disclose fund performance?
Leading Edge Investment Advisors,llc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | One Embarcadero Center, Suite 1160, San Francisco, CA 94111 |
| Phone | 415-217-7030 |
| Fax | 415-217-7040 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.17B▲ 6%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 13%
Larger than 87% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers
Assets under management
$5.17Bregulatory AUM
Discretionary $5.17B