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Leonard Mark Tannenbaum

SRT GROUP LLC·WEST PALM BEACH, Florida
Clean recordSRT GROUP LLC
525 OKEECHOBEE BLVD., WEST PALM BEACH, FL 33401CRD# 2524216Firm CRD# 330219

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leonard Mark Tannenbaum · WEST PALM BEACH, FL
Registration
CRD #2524216 · SRT GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leonard Mark Tannenbaum is a registered financial advisor based in WEST PALM BEACH, Florida, affiliated with SRT GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
SRT GROUP LLC
SRT GROUP LLC
AUM
$58M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at SRT GROUP LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2524216
Firm CRD# 330219
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leonard Mark Tannenbaum offer?
Leonard Mark Tannenbaum specializes in Retirement Planning. Contact their office in WEST PALM BEACH, Florida for a consultation.
What are Leonard Mark Tannenbaum's credentials?
Leonard Mark Tannenbaum is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Mark Tannenbaum located?
Leonard Mark Tannenbaum is based in WEST PALM BEACH, Florida, working with SRT GROUP LLC. Their office serves clients in the WEST PALM BEACH metropolitan area and surrounding communities.
How does Leonard Mark Tannenbaum charge for services?
Leonard Mark Tannenbaum'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 SRT GROUP LLC?
SRT GROUP LLC has approximately 6 employees and manages $58M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at SRT GROUP LLC

Anna Lee Kim
WEST PALM BEACH, FL
Brian Howard Sedrish
WEST PALM BEACH, FL

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Research
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