Unclaimed Profile

Jeffery Delbert Leu

MCGINTY ROAD PARTNERS, LP·MINNEAPOLIS, Minnesota

Clean recordMCGINTY ROAD PARTNERS, LP

520 NICOLLET MALL, MINNEAPOLIS, MN 55402CRD# 1449036Firm CRD# 290390

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffery Delbert Leu · MINNEAPOLIS, MN

Registration

CRD #1449036 · MCGINTY ROAD PARTNERS, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Jeffery Delbert Leu is a registered financial advisor based in MINNEAPOLIS, Minnesota, affiliated with MCGINTY ROAD PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MCGINTY ROAD PARTNERS, LP

AUM

$481M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MCGINTY ROAD PARTNERS, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 1449036

Firm CRD# 290390

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Jeffery Delbert Leu offer?

Jeffery Delbert Leu specializes in Retirement Planning. Contact their office in MINNEAPOLIS, Minnesota for a consultation.

What are Jeffery Delbert Leu's credentials?

Jeffery Delbert Leu is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffery Delbert Leu located?

Jeffery Delbert Leu is based in MINNEAPOLIS, Minnesota, working with MCGINTY ROAD PARTNERS, LP. Their office serves clients in the MINNEAPOLIS metropolitan area and surrounding communities.

How does Jeffery Delbert Leu charge for services?

Jeffery Delbert Leu'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 MCGINTY ROAD PARTNERS, LP?

MCGINTY ROAD PARTNERS, LP has approximately 12 employees and manages $481M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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