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William W Leboeuf

CARILLON ADVISORS, LLC·BEAVERCREEK, Ohio
Unclaimed Profile
75 HARBERT DR, BEAVERCREEK, OH 45440CRD# 2464080Firm CRD# 312498
01

About

William W Leboeuf is a registered financial advisor based in BEAVERCREEK, Ohio, affiliated with CARILLON ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

Firm Overview

Firm
CARILLON ADVISORS, LLC
CARILLON ADVISORS, LLC
AUM
$93M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at CARILLON ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2464080
Firm CRD# 312498
3 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does William W Leboeuf offer?
William W Leboeuf specializes in Financial Planning, Investment Management. Contact their office in BEAVERCREEK, Ohio for a consultation.
What are William W Leboeuf's credentials?
William W Leboeuf is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William W Leboeuf located?
William W Leboeuf is based in BEAVERCREEK, Ohio, working with CARILLON ADVISORS, LLC. Their office serves clients in the BEAVERCREEK metropolitan area and surrounding communities.
How does William W Leboeuf charge for services?
William W Leboeuf's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CARILLON ADVISORS, LLC?
CARILLON ADVISORS, LLC has approximately 2 employees and manages $93M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
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Research
Advisor Fees in OhioNational Fee Analysis
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