Lefils Wealth Management LLC
Lefils Wealth Management LLC (CRD# 291681) is a financial advisory firm headquartered in Orange City, FL. They manage $5,446,091 in 29 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management5MILLION
-
Total Number of Accounts29ACCOUNTS
-
Average Account Value$187,796
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Lefils Wealth Management LLC
1
Bernard Lefils (CRD# 6889612) is an Investment Advisor Representative working at Lefils Wealth Management LLC in Orange City, FL and has over 6 years of experience in the finance industry.
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