JL
Justin A. Leveille
CORUNDUM GROUP
Colorado Springs, CO 80903
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CRD#: 5308839
JL
Professional summary
Justin Andre Leveille is a registered financial advisor currently at CORUNDUM GROUP, INC. located in Colorado Springs, Colorado.
Justin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Justin has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Corundum Partners, Inc. - Colorado Springs, CO - Private fund management company | Investment related | Vice President since April 2015 | 5% of time dedicated to these activities. Corundum Helping Hands, LLC - Colorado Springs, CO - Provides household services | Not investment related | Owner since April 2015 |Less than five hours per month is dedicated to this business, and all are outside of trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Justin Andre Leveille's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
July 28, 2022 - Present
CORUNDUM GROUP, INC.
Office #1: 1 South Nevada Suite 200, Colorado Springs, CO 80903RIA
CRD#: 106490
Colorado Springs, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CG
CORUNDUM GROUP, INC.
CB&T WEALTH MANAGEMENT | THE CORUNDUM GROUP, INC. | THE CORUNDUM GROUP | CORUNDUM GROUP, INC. | CORUNDUM GROUP INC | CB&T WEALTH MANAGEMENT, INC.
CRD#: 106490 / SEC#: 801-42281
RIA
Registered Investment Advisory firm - (9/10/1992 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Colorado(7/28/2022)
Current Firm
CG
CORUNDUM GROUP, INC.
CB&T WEALTH MANAGEMENT | THE CORUNDUM GROUP, INC. | THE CORUNDUM GROUP | CORUNDUM GROUP, INC. | CORUNDUM GROUP INC | CB&T WEALTH MANAGEMENT, INC.
CRD#: 106490 / SEC#: 801-42281
RIA
Registered Investment Advisory firm - (9/10/1992 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
1 South Nevada Suite 200, Colorado Springs, CO 80903
Mailing Address
Phone number
(719) 228-1080
Established
Firm type
Fiscal year end
# of Employees
11
SEC notice filing (3 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 465 |
| AUM (Assets Under Management) | $ 1,542,066,698 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/04/2024 | ||
| 01/19/2024 | ||
| 10/26/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
CORUNDUM GROUP, INC.
CRD#: 106490Colorado Springs, CO 80903TRUST BUT VERIFY
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