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Leslie Arsenault Metz

DAKOTA WEALTH, LLC·PALM BEACH GARDENS, Florida
Unclaimed Profile
11376 N. JOG ROAD, PALM BEACH GARDENS, FL 33418-1752CRD# 7631002Firm CRD# 297987
01

About

Leslie Arsenault Metz is a registered financial advisor based in PALM BEACH GARDENS, Florida, affiliated with DAKOTA WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
DAKOTA WEALTH, LLC
DAKOTA WEALTH, LLC
AUM
$6.1B
Regulatory assets under management
Employees
84
Total firm employees
View all advisors at DAKOTA WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7631002
Firm CRD# 297987
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leslie Arsenault Metz offer?
Leslie Arsenault Metz specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in PALM BEACH GARDENS, Florida for a consultation.
What are Leslie Arsenault Metz's credentials?
Leslie Arsenault Metz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leslie Arsenault Metz located?
Leslie Arsenault Metz is based in PALM BEACH GARDENS, Florida, working with DAKOTA WEALTH, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.
How does Leslie Arsenault Metz charge for services?
Leslie Arsenault Metz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is DAKOTA WEALTH, LLC?
DAKOTA WEALTH, LLC has approximately 84 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Florida
MIAMI (1221)TAMPA (396)BOCA RATON (391)CORAL GABLES (291)WEST PALM BEACH (251)
City Guides
MIAMI GuideTAMPA GuideBOCA RATON GuideCORAL GABLES GuideWEST PALM BEACH Guide
Research
Advisor Fees in FloridaNational Fee Analysis
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