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David Matthew Leber

ANDESA FINANCIAL MANAGEMENT, INC.·ALLENTOWN, Pennsylvania
Unclaimed Profile
1011 BROOKSIDE ROAD, ALLENTOWN, PA 18106CRD# 304838Firm CRD# 131702
01

About

David Matthew Leber is a registered financial advisor based in ALLENTOWN, Pennsylvania, affiliated with ANDESA FINANCIAL MANAGEMENT, INC.. 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
ANDESA FINANCIAL MANAGEMENT, INC.
ANDESA FINANCIAL MANAGEMENT, INC.
AUM
$361M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at ANDESA FINANCIAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 304838
Firm CRD# 131702
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does David Matthew Leber offer?
David Matthew Leber specializes in Financial Planning, Investment Management. Contact their office in ALLENTOWN, Pennsylvania for a consultation.
What are David Matthew Leber's credentials?
David Matthew Leber is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Matthew Leber located?
David Matthew Leber is based in ALLENTOWN, Pennsylvania, working with ANDESA FINANCIAL MANAGEMENT, INC.. Their office serves clients in the ALLENTOWN metropolitan area and surrounding communities.
How does David Matthew Leber charge for services?
David Matthew Leber'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 ANDESA FINANCIAL MANAGEMENT, INC.?
ANDESA FINANCIAL MANAGEMENT, INC. has approximately 5 employees and manages $361M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALLENTOWN
Josh Robert Laychock — NORTHEAST FINANCIAL GROUP, INC.Paul Curtis Barbehenn — ANDESA FINANCIAL MANAGEMENT, INC.Michael David Baittinger — ANDESA FINANCIAL MANAGEMENT, INC.Malcolm Northrup Briggs — ANDESA FINANCIAL MANAGEMENT, INC.Robert Lee Hackenberg — NORTHEAST FINANCIAL GROUP, INC.
Nearby cities in Pennsylvania
PHILADELPHIA (568)PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)
City Guides
PHILADELPHIA GuidePITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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