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Matthew James Allain

LEO FUND SERVICES, LLC·ISELIN, New Jersey
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100 WOOD AVENUE SOUTH, ISELIN, NJ 08830CRD# 3267821Firm CRD# 163259
01

About

Matthew James Allain is a registered financial advisor based in ISELIN, New Jersey, affiliated with LEO FUND SERVICES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LEO FUND SERVICES, LLC
LEO FUND SERVICES, LLC
AUM
$107M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at LEO FUND SERVICES, LLC →
Services
Pension consulting
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Regulatory
SEC/IARD CRD# 3267821
Firm CRD# 163259
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Matthew James Allain offer?
Matthew James Allain specializes in Retirement Planning. Contact their office in ISELIN, New Jersey for a consultation.
What are Matthew James Allain's credentials?
Matthew James Allain is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew James Allain located?
Matthew James Allain is based in ISELIN, New Jersey, working with LEO FUND SERVICES, LLC. Their office serves clients in the ISELIN metropolitan area and surrounding communities.
How does Matthew James Allain charge for services?
Matthew James Allain's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEO FUND SERVICES, LLC?
LEO FUND SERVICES, LLC has approximately 7 employees and manages $107M 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, LLCJon D Rustin — LEO FUND SERVICES, LLCGerard Anthony Dimino — THE LEO GROUP, LLCDavid Irwin Katz — GITTERMAN & ASSOCIATES WEALTH MANAGEMENT, LLCMarc Scudillo — EISNERAMPER WEALTH MANAGEMENT & CORPORATE BENEFITS, LLC
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Research
Advisor Fees in New JerseyNational Fee Analysis
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