Leumi Investment Services Inc.

Leumi Investment Services Inc. (CRD# 105387) is a financial advisory firm headquartered in New York, NY. They manage $42,500,000 in 55 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    55
    ACCOUNTS
  • Average Account Value
    $772,727
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, IL, NJ, NY, OH

Financial Advisors at Leumi Investment Services Inc.
Showing 1 - 10 of 36 top financial advisors.
1
Ayelet O. Kindler
CRD#: 4144731
579 Fifth Avenue, New York, NY 10017
96
Wealthminder
score

Ayelet Kindler (CRD# 4144731) is an Investment Advisor Representative working at Leumi Investment Services Inc. in New York, NY and has over 16 years of experience in the finance industry. Ayelet Kindler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Itay Bahar
CRD#: 5831794
2000 University Avenue, Suite 605, Palo Alto, CA 94303
93
Wealthminder
score

Itay Bahar (CRD# 5831794) is an Investment Advisor Representative working at Leumi Investment Services Inc. in Palo Alto, CA and has over 6 years of experience in the finance industry.

3
Erwan D. De Quillien
CRD#: 4987058
555 West 5th Street, 33rd Floor, Los Angeles, CA 90013
93
Wealthminder
score

Erwan De Quillien (CRD# 4987058) is an Investment Advisor Representative working at Leumi Investment Services Inc. in Los Angeles, CA and has over 10 years of experience in the finance industry.

4
Berta Epelbaum
CRD#: 4940801
19495 Biscayne Blvd., Suite 500, Aventura, FL 33180
93
Wealthminder
score

Berta Epelbaum (CRD# 4940801) is an Investment Advisor Representative working at Leumi Investment Services Inc. in Aventura, FL and has over 11 years of experience in the finance industry.

5
Alejandro Feldman
CRD#: 4954552
19495 Biscayne Blvd., Suite 500, Aventura, FL 33180
93
Wealthminder
score

Alejandro Feldman (CRD# 4954552) is an Investment Advisor Representative working at Leumi Investment Services Inc. in Aventura, FL and has over 11 years of experience in the finance industry.

6
Zvika Feldman
CRD#: 5316260
19495 Biscayne Blvd., Suite 500, Aventura, FL 33180
93
Wealthminder
score

Zvika Feldman (CRD# 5316260) is an Investment Advisor Representative working at Leumi Investment Services Inc. in Aventura, FL and has over 9 years of experience in the finance industry.

7
Peter W. Fick
CRD#: 1414468
350 Madison Ave., New York, NY 10017
93
Wealthminder
score

Peter Fick (CRD# 1414468) is an Investment Advisor Representative working at Leumi Investment Services Inc. in New York, NY and has over 25 years of experience in the finance industry.

8
Jamie E. Gunzburg
CRD#: 3000918
350 Madison Ave., New York, NY 10017
93
Wealthminder
score

Jamie Gunzburg (CRD# 3000918) is an Investment Advisor Representative working at Leumi Investment Services Inc. in New York, NY and has over 14 years of experience in the finance industry.

9
Natalya Kogan
CRD#: 4959916
579 Fifth Avenue, New York, NY 10017
93
Wealthminder
score

Natalya Kogan (CRD# 4959916) is an Investment Advisor Representative working at Leumi Investment Services Inc. in New York, NY and has over 11 years of experience in the finance industry.

10
Richard J. Makarick
CRD#: 2715233
350 Madison Ave., New York, NY 10017
93
Wealthminder
score

Richard Makarick (CRD# 2715233) is an Investment Advisor Representative working at Leumi Investment Services Inc. in New York, NY and has over 20 years of experience in the finance industry.

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