Karen Leech, financial advisor San Francisco CA

Karen Leech

CRD Number: 4607513
Current Firm: Lnw

Karen Leech (CRD# 4607513) is an Investment Advisor Representative working at Lnw in San Francisco, CA and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Wetherby Asset Management San Francisco, CA Sep 2001 - Current 22
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2003
Contact Info for Karen J. Leech
Phone Number: (415) 399-9159
Firm Website: https://lnwadvisors.com/
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    6,531
    MILLIONS
  • Total Number of Accounts
    3,790
    ACCOUNTS
  • Average Account Value
    $1,723,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, CT, FL, IL, MA, MD, NH, NJ, NV, NY, OH, OR, PA, TX, UT, VA, WA, WI

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