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Ryan David Lepene

PEPPERTREE CAPITAL MANAGEMENT INC.·CHAGRIN FALLS, Ohio
Clean recordPEPPERTREE CAPITAL MANAGEMENT INC.
86 WEST STREET, CHAGRIN FALLS, OH 44022CRD# 4697053Firm CRD# 163215

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Ryan David Lepene · CHAGRIN FALLS, OH
Registration
CRD #4697053 · PEPPERTREE CAPITAL MANAGEMENT INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Ryan David Lepene is a registered financial advisor based in CHAGRIN FALLS, Ohio, affiliated with PEPPERTREE CAPITAL MANAGEMENT INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
PEPPERTREE CAPITAL MANAGEMENT INC.
PEPPERTREE CAPITAL MANAGEMENT INC.
AUM
$6.5B
Regulatory assets under management
Employees
33
Total firm employees
View all advisors at PEPPERTREE CAPITAL MANAGEMENT INC. →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4697053
Firm CRD# 163215
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Ryan David Lepene offer?
Ryan David Lepene specializes in Retirement Planning, Wealth Management. Contact their office in CHAGRIN FALLS, Ohio for a consultation.
What are Ryan David Lepene's credentials?
Ryan David Lepene is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Ryan David Lepene located?
Ryan David Lepene is based in CHAGRIN FALLS, Ohio, working with PEPPERTREE CAPITAL MANAGEMENT INC.. Their office serves clients in the CHAGRIN FALLS metropolitan area and surrounding communities.
How does Ryan David Lepene charge for services?
Ryan David Lepene'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 PEPPERTREE CAPITAL MANAGEMENT INC.?
PEPPERTREE CAPITAL MANAGEMENT INC. has approximately 33 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PEPPERTREE CAPITAL MANAGEMENT INC.

John Joseph Ranieri
CHAGRIN FALLS, OH
Cynthia Lill Debevec
CHAGRIN FALLS, OH
Daniel Weiser
CHAGRIN FALLS, OH
F Howard Mandel
CHAGRIN FALLS, OH
Jeffrey Jair Milius
CHAGRIN FALLS, OH
Joseph Anthony Sass
CHAGRIN FALLS, OH

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Nearby cities in Ohio
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Research
Advisor Fees in OhioNational Fee Analysis
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