Be advised. This firm is no longer registered.

Leupold Financial Planning Associates, Inc.

Leupold Financial Planning Associates, Inc. (CRD# 124329) is a financial advisory firm headquartered in , . They manage $1,306,070 in 3 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $435,357
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Leupold Financial Planning Associates, Inc.
No Advisor Found.
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