Leo Fund Services, LLC
Leo Fund Services, LLC (CRD# 163259) is a financial advisory firm headquartered in Iselin, NJ. They manage $107,076,998 in 3 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management107MILLION
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Total Number of Accounts3ACCOUNTS
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Average Account Value$35,692,333
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
NJ, NY
Matthew Allain (CRD# 3267821) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 24 years of experience in the finance industry.
Michael Bohlinger (CRD# 4621321) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 13 years of experience in the finance industry.
Kenneth Dugan (CRD# 2417378) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 30 years of experience in the finance industry.
Eric Katz (CRD# 4024339) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 6 years of experience in the finance industry.
Peter Savva (CRD# 5696522) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 14 years of experience in the finance industry.