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

More Retirement Planning firms in Iselin, New Jersey:

Firm Name	Assets Under Management	Total Clients	Total Advisors

Explore More Retirement Advisors in Iselin, New Jersey

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.