Lephew Financial Services, Inc.
Lephew Financial Services, Inc. (CRD# 133826) is a financial advisory firm headquartered in Rock Hill, SC. They manage $205,460,157 in 691 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Lephew Financial Services, Inc.
By the Numbers
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Total Assets Under Management205MILLION
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Total Number of Accounts691ACCOUNTS
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Average Account Value$297,337
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, GA, NC, SC, TN, TX
Financial Advisors at Lephew Financial Services, Inc.
No Advisor Found.
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