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Leish, Denise Janice (Silver Spring)


Leish, Denise Janice is an adviser based in Silver Spring. It manages $61.53 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Maryland and Virginia.

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Leish, Denise Janice provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Leish, Denise Janice: assets under management

The assets under management (AUM) of Leish, Denise Janice is $61.53 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 52% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $61.53 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $268.7 thousand each.
Leish, Denise Janice has custody of $61.53 million in cash and securities for 75 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Leish, Denise Janice for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Silver Spring

The principal office where Leish, Denise Janice performs its advisory services is located at 8701 Georgia Ave, Silver Spring, MD 20910, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 301-589-4250 or by fax 301-589-0276. The normal business hours are by appointment on Monday - Friday. You can find more information about the New York firm at www.moneyplans.com.


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