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Home > Retirement Planners > new jersey > parsippany > LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
900 Lanidex Plaza - Suite 110
Parsippany, New Jersey 07054
Tel: 973-599-0400
About LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, formally registered with the SEC as LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT. The firm was established in 06/30/2014. They have over 1 offices throughout the country.
LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT is a Parsippany, New Jersey based Financial Planning firm with nearly $190,526,279 assets under management, offering retirement planning & investment advisory services to 606 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 171967 |
| SEC# | 801-79965 |
| Assets Managed by Firm | $190,526,279 |
| No. of Clients | 606 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 606 | $190,526,279 |
| Individuals (other than high net worth individuals) | 107 | $41,460,149 |
| High net worth individuals | 74 | $145,758,649 |
| Pension and profit sharing plans | Fewer than 5 clients | $2,934,191 |
| Charitable organizations | Fewer than 5 clients | $373,290 |
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