Leicht Financial Planning and Wealth Management Inc
Legal Name: LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT, INC.
900 LANIDEX PLAZA - SUITE 110, PARSIPPANY, NJ
973-599-0400
http://www.leichtwealth.com
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Full Contact Details
Leicht Financial Planning and Wealth Management Inc
900 LANIDEX PLAZA - SUITE 110, PARSIPPANY, NJ
973-599-0400
973-599-0401
Other Info
Leicht Financial Planning and Wealth Management, Inc. is a registered FL Corporation with 5 staff, including 1 in an advisory position, although the number of clients they serve is unknown. Their SEC status is Approved since June 30, 2014.
Financial Planning Services | Investment Services | Parsippany, NJ
Leicht Financial Planning and Wealth Management advisors and client service associates are well-versed in all aspects of wealth planning for individuals, families and business owners.
Direct Owners
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ANDREW JAMES LEICHT
CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
News
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 2, 2019
- ISHARES $7,179k
- VANGUARD CHARLOTTE FDS $5,893k
- ISHARES TR $5,634k
- ISHARES TR $5,605k
- ISHARES 0-5 YE INV GRADE CORPORATE $5,276k
- ISHARES TR $5,251k
- ISHARES FLT $5,183k
- VANGUARD SCOTTSDALE FDS $4,615k
- VANGUARD WHITEHALL FDS INC $4,486k
- VANGUARD SCOTTSDALE FDS $4,118k