AdvisorOS Directory
Claim Profile
LE

Leonard Edelstein

YORKVILLE CAPITAL MANAGEMENT LLC·OZONE PARK, New York
Unclaimed Profile
92-03 101 AVENUE, OZONE PARK, NY 11416-2316CRD# 1066736Firm CRD# 141333
01

About

Leonard Edelstein is a registered financial advisor based in OZONE PARK, New York, affiliated with YORKVILLE CAPITAL MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
YORKVILLE CAPITAL MANAGEMENT LLC
YORKVILLE CAPITAL MANAGEMENT LLC
AUM
$13M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at YORKVILLE CAPITAL MANAGEMENT LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1066736
Firm CRD# 141333
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in OZONE PARK?

Browse all registered financial advisors in OZONE PARK, New York or claim this profile if it's yours.

Browse OZONE PARK AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Leonard Edelstein offer?
Leonard Edelstein specializes in Investment Management, Fee-Only Advisory. Contact their office in OZONE PARK, New York for a consultation.
What are Leonard Edelstein's credentials?
Leonard Edelstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leonard Edelstein located?
Leonard Edelstein is based in OZONE PARK, New York, working with YORKVILLE CAPITAL MANAGEMENT LLC. Their office serves clients in the OZONE PARK metropolitan area and surrounding communities.
How does Leonard Edelstein charge for services?
Leonard Edelstein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is YORKVILLE CAPITAL MANAGEMENT LLC?
YORKVILLE CAPITAL MANAGEMENT LLC has approximately 2 employees and manages $13M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile