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LEP MANAGEMENT LLC
95 S. State Street
Suite 2190
Salt Lake City, Utah 84111
Tel: 801-961-1599
About LEP MANAGEMENT LLC
LEP MANAGEMENT LLC, formally registered with the SEC as LEP MANAGEMENT LLC. The firm was established in 10/27/2017. They have over 1 offices throughout the country.
LEP MANAGEMENT LLC is a Salt Lake City, Utah based Financial Planning firm with nearly $468,800,528 assets under management, offering retirement planning & investment advisory services to 3 clients. The firm is staffed with 12 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 173481 |
| SEC# | 801-111960 |
| Assets Managed by Firm | $468,800,528 |
| No. of Clients | 3 |
| No. of Advisors | 12 |
Fee Structure
- A percentage of AUM
- Performance Based
- Other (OTHER FEES RECEIVED FROM PORTFOLIO COMPANIES)
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 3 | $468,800,528 |
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