Leogroup Wealth Solutions LLC
Legal Name: LEOGROUP WEALTH SOLUTIONS, LLC
Full Contact Details
Leogroup Wealth Solutions LLC
100 WOOD AVE SOUTH, SUITE 209, ISELIN, NJ
732-903-2600
732-903-2600
Other Info
Leogroup Wealth Solutions LLC, a New Jersey Limited Liability Company, is an Approved SEC registered firm with a team of eight employees, including five advisors. With 30 clients under its care, Leogroup Wealth Solutions has established itself as a reliable and reputable service provider. The firm's SEC status was approved on September 26, 2016.
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Direct Owners
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ERIC SCOTT KATZ
OWNER/CCO owns more than 5% but less than 10%
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JON D RUSTIN
CFO owns less than 5%
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KENNETH FRANCIS DUGAN
OWNER owns more than 5% but less than 10%
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LEOGROUP HOLDINGS, LLC
MEMBER owns 75% or more
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MATTHEW JAMES ALLAIN
CEO owns less than 5%
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MICHAEL ANTHONY BOHLINGER
OWNER owns more than 5% but less than 10%