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- Custodian
- Fidelity/NFS ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 06-06-2022
- Office Locations
- 1
Office Locations
About Leep Asset Management, LLC
LEEP Asset Management is a boutique wealth management and asset management firm providing financial, retirement, and investment planning with personalized strategies designed to help clients grow and defend wealth through turbulent markets. It serves business owners, retirees, family foundations, professionals, and individual investors. Portfolios are ETF-centric with modest allocations to public funds and high-quality bonds/cash, and the firm supports custody via Fidelity/NFS and Interactive Brokers.
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Owner & Executives
STEFAN ALAN FENCL
Chief Compliance Officer, Managing Member
- CRD
- #3106603
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,065,034,105 | 30.0% |
| Public Funds | $578,209,549 | 8.4% |
| Cash | $1,775,929,330 | 25.8% |
| U.S. Government/Agency | $1,390,456,297 | 20.2% |
| Corporate - Investment Grade | $1,073,817,734 | 15.6% |
| Total | $6,883,447,015 | 100.0% |