$898.8K Total AUM
$898.8K Disc. AUM
-- 3Y CAGR
1 Employees
10 ADV. Clients
13 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-2013
- Office Locations
- 1
Office Locations
-- Congers NY
About Lebron Financial Services, Inc.
Lebron Financial Services is a Congers, NY registered investment adviser providing business insurance, life insurance, and consultative financial analysis and planning for individuals and small-to-midsize businesses, including entrepreneurs. The firm cites ~30 years average advisor experience and constructs portfolios that, per public data, are primarily ETF-based alongside asset-allocation and retirement planning.
Team overview
-- AVG AGE
$898.8K AVG AUM / ADVISOR
$89.9K AVG AUM / CLIENT
7.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
S
SIXTO LEBRON
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
M
MARIA D. LEBRON
--
- CRD
- #2478593
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $898,760 | -- |
| Non-Discretionary | $0 | -- |
| Total | $898,760 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing