Leogroup Wealth Solutions, LLC is a large advisory firm based in Iselin. It manages $422.6 million of regulatory assets for 567 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California, Colorado, Connecticut, and 7 other states.
Leogroup Wealth Solutions provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Leogroup Wealth Solutions, LLC is $422.6 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 25% since the beginning of its operation, and $880.97 thousand of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Leogroup Wealth Solutions, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Leogroup Wealth Solutions is high net worth individuals with 73 clients and $383.39 million of assets under management. Among the 8 most similar advisory firms, Leogroup Wealth Solutions has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $422.6 million for 120 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Leogroup Wealth Solutions doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 63 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Leogroup Wealth Solutions, LLC is owned by Eric Scott Katz. Llc Leogroup Holdings joined the executive team most recently as the Member.
The principal office where Leogroup Wealth Solutions, LLC performs its advisory services is located at 100 Wood Ave South, Iselin, NJ 08830, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-903-2600 or by fax 732-903-2600. The normal business hours are 9:00-5:00 on Monday - Friday. You can find more information about the New York firm at leogroupllc.com.