LEO FUND SERVICES, LLC

ISELIN, New Jersey·5 registered advisors·CRD# 163259
SEC# 801-768891732-903-2600
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
7
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03

Specialties

Retirement Planning
04

Advisors at LEO FUND SERVICES, LLC

5 registered advisors
Christopher Mark Turner
ISELIN, New Jersey
Gerard Anthony Dimino
ISELIN, New Jersey
Jon D Rustin
ISELIN, New Jersey
Matthew James Allain
ISELIN, New Jersey
Stephen Dallas Tally
ISELIN, New Jersey
05

Office Locations

ISELIN, New Jersey
5 advisors

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Data sourced from SEC Form ADV filings. LEO FUND SERVICES, LLC (CRD# 163259) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.