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Kenneth Francis Dugan

LEOGROUP WEALTH SOLUTIONS, LLC·ISELIN, New Jersey
Unclaimed Profile
100 WOOD AVE SOUTH, ISELIN, NJ 08830CRD# 2417378Firm CRD# 283891
01

About

Kenneth Francis Dugan is a registered financial advisor based in ISELIN, New Jersey, affiliated with LEOGROUP WEALTH SOLUTIONS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEO WEALTH, LLC
LEO WEALTH, LLC
AUM
$1.5B
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at LEO WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL PLANNING FEES
Regulatory
SEC/IARD CRD# 2417378
Firm CRD# 283891
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kenneth Francis Dugan offer?
Kenneth Francis Dugan specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ISELIN, New Jersey for a consultation.
What are Kenneth Francis Dugan's credentials?
Kenneth Francis Dugan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Francis Dugan located?
Kenneth Francis Dugan is based in ISELIN, New Jersey, working with LEOGROUP WEALTH SOLUTIONS, LLC. Their office serves clients in the ISELIN metropolitan area and surrounding communities.
How does Kenneth Francis Dugan charge for services?
Kenneth Francis Dugan's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEOGROUP WEALTH SOLUTIONS, LLC?
LEOGROUP WEALTH SOLUTIONS, LLC has approximately 31 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ISELIN
Stephen Dallas Tally — LEO FUND SERVICES, LLCMatthew James Allain — LEO FUND SERVICES, LLCJon D Rustin — LEO FUND SERVICES, LLCGerard Anthony Dimino — THE LEO GROUP, LLCMarc Scudillo — EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
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