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LEP MANAGEMENT LLC

95 S. State Street
Suite 2190
Salt Lake City, Utah 84111
Tel: 801-961-1599

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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 StatusApproved
Firm CRD#173481
SEC#801-111960
Assets Managed by Firm$468,800,528
No. of Clients3
No. of Advisors12

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 ClientsAUM
Firm Total3$468,800,528

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