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LESLIE GLOBAL WEALTH, LLC
500 Park Blvd
Suite 1440
Itasca, Illinois 60143
Tel: 312-946-1000
About LESLIE GLOBAL WEALTH, LLC
LESLIE GLOBAL WEALTH, LLC, formally registered with the SEC as LESLIE GLOBAL WEALTH, LLC. The firm was established in 08/21/2015. They have over 1 offices throughout the country.
LESLIE GLOBAL WEALTH, LLC is a Itasca, Illinois based Financial Planning firm with nearly $405,113,707 assets under management, offering retirement planning & investment advisory services to 967 clients. The firm is staffed with 6 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 128202 |
| SEC# | 801-106556 |
| Assets Managed by Firm | $405,113,707 |
| No. of Clients | 967 |
| No. of Advisors | 6 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 967 | $405,113,707 |
| Individuals (other than high net worth individuals) | 196 | $44,245,713 |
| High net worth individuals | 162 | $358,840,437 |
| Pension and profit sharing plans | 3 | $2,027,557 |
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