The Leo Group, LLC

The Leo Group, LLC (CRD# 163259) is a financial advisory firm headquartered in Iselin, NJ. They manage $1,340,975,000 in 519 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,341
    MILLION
  • Total Number of Accounts
    519
    ACCOUNTS
  • Average Account Value
    $2,583,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • 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)
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, MA, NJ, NY, PA

Financial Advisors at The Leo Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kenneth F. Dugan
CRD#: 2417378
100 Wood Avenue South, Suite 209, Iselin, NJ 08830
96
Wealthminder
score

Kenneth Dugan (CRD# 2417378) is an Investment Advisor Representative working at The Leo Group, LLC in Iselin, NJ and has over 23 years of experience in the finance industry. Kenneth Dugan 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
Eric S. Katz
CRD#: 4024339
100 Wood Avenue South, Suite 209, Iselin, NJ 08830
96
Wealthminder
score

Eric Katz (CRD# 4024339) is an Investment Advisor Representative working at The Leo Group, LLC in Iselin, NJ and has over 16 years of experience in the finance industry. Eric Katz 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.

3
Matthew J. Allain
CRD#: 3267821
100 Wood Avenue South, Suite 209, Iselin, NJ 08830
93
Wealthminder
score

Matthew Allain (CRD# 3267821) is an Investment Advisor Representative working at The Leo Group, LLC in Iselin, NJ and has over 17 years of experience in the finance industry.

4
Michael A. Bohlinger
CRD#: 4621321
100 Wood Avenue South, Suite 209, Iselin, NJ 08830
93
Wealthminder
score

Michael Bohlinger (CRD# 4621321) is an Investment Advisor Representative working at The Leo Group, LLC in Iselin, NJ and has over 6 years of experience in the finance industry.

5
Christopher M. Turner
CRD#: 2306158
100 Wood Avenue South, Suite 209, Iselin, NJ 08830
93
Wealthminder
score

Christopher Turner (CRD# 2306158) is an Investment Advisor Representative working at The Leo Group, LLC in Iselin, NJ and has over 6 years of experience in the finance industry.

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