Unclaimed Profile

Fabio Terlevich

LL FUNDS, LLC·PHILADELPHIA, Pennsylvania

Clean recordLL FUNDS, LLC

2929 ARCH STREET, PHILADELPHIA, PA 19104-7341CRD# 4641859Firm CRD# 161552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Fabio Terlevich · PHILADELPHIA, PA

Registration

CRD #4641859 · LL FUNDS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

LL FUNDS, LLC

LL FUNDS

AUM

$2.4B

Regulatory assets under management

Employees

Total firm employees

View all advisors at LL FUNDS, LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4641859

Firm CRD# 161552

View on FINRA BrokerCheck →

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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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