Leo Fund Services, LLC

Leo Fund Services, LLC (CRD# 163259) is a financial advisory firm headquartered in Iselin, NJ. They manage $107,076,998 in 3 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
100 Wood Avenue South, Suite 209, Iselin, NJ 08830
https://twitter.com/leogroupllc
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    3
    ACCOUNTS
  • Average Account Value
    $35,692,333
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, NY

Financial Advisors at Leo Fund Services, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Matthew Allain, financial advisor Iselin NJ
Matthew J. Allain
CRD#: 3267821
100 Wood Avenue South, Suite 209, Iselin, NJ 08830

Matthew Allain (CRD# 3267821) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 24 years of experience in the finance industry.

2
Michael Bohlinger, financial advisor Iselin NJ
Michael A. Bohlinger
CRD#: 4621321
100 Wood Avenue South, Suite 209, Iselin, NJ 08830

Michael Bohlinger (CRD# 4621321) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 13 years of experience in the finance industry.

3
Kenneth Dugan, financial advisor Iselin NJ
Kenneth F. Dugan
CRD#: 2417378
100 Wood Avenue South, Suite 209, Iselin, NJ 08830

Kenneth Dugan (CRD# 2417378) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 30 years of experience in the finance industry.

4
Eric Katz, financial advisor Iselin NJ
Eric S. Katz
CRD#: 4024339
100 Wood Avenue South, Suite 209, Iselin, NJ 08830

Eric Katz (CRD# 4024339) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 6 years of experience in the finance industry.

5
Peter Savva, financial advisor Iselin NJ
Peter M. Savva
CRD#: 5696522
100 Wood Avenue South, Suite 209, Iselin, NJ 08830

Peter Savva (CRD# 5696522) is an Investment Advisor Representative working at Leo Fund Services, LLC in Iselin, NJ and has over 14 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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