Investment adviser · CRD 281579

LEONE PERSONAL FINANCIAL AND INVESTMENT PLANNING LLC.

Investment adviser filing (IA)

BROOMFIELD, CO, United States · Form ADV filed Oct 14, 2015

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The 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: Oct 14, 2015. View historical filings

Reported services

Financial planning · Individual portfolio management · Pension consulting · Publication of newsletters · Educational seminars

Compensation

Percentage of assets · Hourly · Subscription

Principal office

88 LAMAR ST. # 108
BROOMFIELD, CO, 80020, United States

CRD 281579

Filing source

Form ADV 949351 · Oct 14, 2015 · 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.