Investment adviser · CRD 151136
BURKE-LESLIE PROFESSIONAL ASSET MANAGEMENT, LLC
Investment adviser filing (IA)
LAKE MARY, FL, United States · Form ADV filed Jun 28, 2012
- Regulatory AUM
- $6.86M Form ADV · Item 5.F
- Client accounts
- 14 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 28, 2012. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Pension consulting
Compensation
Percentage of assets
Principal office
801 INTERNATIONAL PARKWAY, 5TH FLOORLAKE MARY, FL, 32746, United States
CRD 151136
Filing source
Form ADV 636033 · Jun 28, 2012 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.