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Fabio Terlevich

LL FUNDS, LLC·PHILADELPHIA, Pennsylvania
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2929 ARCH STREET, PHILADELPHIA, PA 19104-7341CRD# 4641859Firm CRD# 161552
01

About

Fabio Terlevich is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with LL FUNDS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
LL FUNDS, LLC
LL FUNDS
AUM
$2.4B
Regulatory assets under management
Employees
27
Total firm employees
View all advisors at LL FUNDS, LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4641859
Firm CRD# 161552
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Fabio Terlevich offer?
Fabio Terlevich specializes in Retirement Planning, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.
What are Fabio Terlevich's credentials?
Fabio Terlevich is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Fabio Terlevich located?
Fabio Terlevich is based in PHILADELPHIA, Pennsylvania, working with LL FUNDS, LLC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.
How does Fabio Terlevich charge for services?
Fabio Terlevich'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 LL FUNDS, LLC?
LL FUNDS, LLC has approximately 27 employees and manages $2.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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