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Karen Lee Tuleta

MPE MGT. CO., LLC·CLEVELAND, Ohio
Unclaimed Profile
600 SUPERIOR AVENUE EAST, CLEVELAND, OH 44114CRD# 1527092Firm CRD# 281787
01

About

Karen Lee Tuleta is a registered financial advisor based in CLEVELAND, Ohio, affiliated with MPE MGT. CO., 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
MPE MGT. CO., LLC
MPE PARTNERS
AUM
$1.5B
Regulatory assets under management
Employees
24
Total firm employees
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1527092
Firm CRD# 281787
No disclosures on file
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Frequently Asked Questions

What services does Karen Lee Tuleta offer?
Karen Lee Tuleta specializes in Retirement Planning. Contact their office in CLEVELAND, Ohio for a consultation.
What are Karen Lee Tuleta's credentials?
Karen Lee Tuleta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Lee Tuleta located?
Karen Lee Tuleta is based in CLEVELAND, Ohio, working with MPE MGT. CO., LLC. Their office serves clients in the CLEVELAND metropolitan area and surrounding communities.
How does Karen Lee Tuleta charge for services?
Karen Lee Tuleta'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 MPE MGT. CO., LLC?
MPE MGT. CO., LLC has approximately 24 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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