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Leslie Frost Mahtani

KINGFISHER INVESTORS LLC·WESTPORT, Connecticut
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256 POST ROAD EAST, WESTPORT, CT 06880CRD# 1724056Firm CRD# 114374
01

About

Leslie Frost Mahtani is a registered financial advisor based in WESTPORT, Connecticut, affiliated with KINGFISHER INVESTORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
KINGFISHER INVESTORS LLC
KINGFISHER INVESTORS LLC
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1724056
Firm CRD# 114374
No disclosures on file
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Frequently Asked Questions

What services does Leslie Frost Mahtani offer?
Leslie Frost Mahtani specializes in Investment Management, Wealth Management. Contact their office in WESTPORT, Connecticut for a consultation.
What are Leslie Frost Mahtani's credentials?
Leslie Frost Mahtani is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Frost Mahtani located?
Leslie Frost Mahtani is based in WESTPORT, Connecticut, working with KINGFISHER INVESTORS LLC. Their office serves clients in the WESTPORT metropolitan area and surrounding communities.
How does Leslie Frost Mahtani charge for services?
Leslie Frost Mahtani's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGFISHER INVESTORS LLC?
KINGFISHER INVESTORS LLC has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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