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Edward Leone

LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.·BROOMFIELD, Colorado
Unclaimed Profile
88 LAMAR ST. # 108, BROOMFIELD, CO 80020CRD# 5312944Firm CRD# 281579
01

About

Edward Leone is a registered financial advisor based in BROOMFIELD, Colorado, affiliated with LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.
LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Fixed fees
Regulatory
SEC/IARD CRD# 5312944
Firm CRD# 281579
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Edward Leone offer?
Edward Leone specializes in Financial Planning, Investment Management. Contact their office in BROOMFIELD, Colorado for a consultation.
What are Edward Leone's credentials?
Edward Leone is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Edward Leone located?
Edward Leone is based in BROOMFIELD, Colorado, working with LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.. Their office serves clients in the BROOMFIELD metropolitan area and surrounding communities.
How does Edward Leone charge for services?
Edward Leone's firm is compensated through percentage of aum, hourly charges, fixed fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.?
LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC. has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Colorado
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City Guides
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Research
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