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Home > Retirement Planners > new jersey > iselin > LEO FUND SERVICES, LLC
LEO FUND SERVICES, LLC
100 Wood Avenue South
Suite 209
Iselin, New Jersey 08830
Tel: 732-903-2600
About LEO FUND SERVICES, LLC
LEO FUND SERVICES, LLC, formally registered with the SEC as LEO FUND SERVICES, LLC. The firm was established in 08/02/2012. They have over 2 offices throughout the country.
LEO FUND SERVICES, LLC is a Iselin, New Jersey based Financial Planning firm with nearly $107,076,998 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 163259 |
| SEC# | 801-76889 |
| Assets Managed by Firm | $107,076,998 |
| No. of Clients | 3 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $107,076,998 |
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|---|---|---|---|
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