Leo Kraunelis (CRD# 6978233) is an Investment Advisor Representative working at Aspen Grove Capital, LLC in Avon, CO and has over 5 years of experience in the finance industry.
CRD# 2769592
Aberle Investment Management LLC
CRD# 4327629
Srs Capital Advisors, Inc.
CRD# 3169018
Elevate Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Aspen Grove Capital | Avon, CO | Jun 2018 - Current | 5 |
| Peterson Quantitative Resource Center | Canton, NY | Jan 2016 - May 2018 | 2 |
| Aspen Grove Capital | Avon, CO | Nov 2016 - Jan 2017 | < 1 |
| Golf Country | Middleton, MA | May 2012 - Aug 2016 | 4 |
| Masconomet Regional High School | Boxford, MA | Sep 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2018 |
- CO
-
Total Assets Under Management5,240MILLIONS
-
Total Number of Accounts2,618ACCOUNTS
-
Average Account Value$2,001,343
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
CA, CO, FL
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