LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

BROOMFIELD, Colorado·1 registered advisor·CRD# 281579

SEC# 801-106815303-478-6793

Firm Overview

AUM

—

Regulatory assets under management

Employees

Total firm employees

Advisors

Registered representatives

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Specialties

Financial Planning Investment Management

Advisors at LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

1 registered advisor

Edward Leone

BROOMFIELD, Colorado

CRD# 5312944

Office Locations

BROOMFIELD, Colorado

1 advisor

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Data sourced from SEC Form ADV filings. LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC. (CRD# 281579) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.