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Developing Financial

Location not listed. Legal name: Developing Financial LLC

1 advisor$1.8 million managed

About the firm

A registered investment advisory firm. It manages about $1.8 million for roughly 22 individual clients. Services include financial planning, investment management for individuals and small businesses, other services.

How they work

How they’re paid ?Flat or fixed fees; Other fees
Typical client size ?$81,897
Assets under management ?$1.8 million
Individual clients22
Median years of experience7
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businessesOther services

Advisors at Developing Financial

1Advisors
7Median years of experience
1States with offices
–Offices
1 advisor · Developing Financial
Developing Financial
7yrs
Leonidas Jones
Financial advisor
Petaluma, CA
7 years in the industry
FiduciaryPlanningInvesting
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Also known as

Developing Financial LLC

About Developing Financial

How do I contact Developing Financial?

Call the main office at (619) 432-7013. The main office is at , .

How is Developing Financial paid?

The firm reports being paid by flat or fixed fees, other fees. Ask for your total yearly cost in dollars.

What services does Developing Financial offer?

Financial planning, Investment management for individuals and small businesses, Other services.

How many advisors work at Developing Financial?

We list 1 advisor currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.