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Leep Asset Management, LLC

Leep Asset Management, LLC. CRD 321685

Leep Asset Management, LLC logo

CRD: 321685

Leep Asset Management, LLC

Charlotte, NC, 28226
9802086906
$16.0M Total AUM
$16.0M Disc. AUM
-- 3Y CAGR
1 Employees
35 ADV. Clients
4 yrs Firm Age

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Firm Details

Custodian
Fidelity/NFS ยท Interactive Brokers
Clients
Retail
Platforms
--
Established Date
06-06-2022
Office Locations
1

Office Locations

10716 Carmel Commons Boulevard Suite 150 Charlotte NC

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.

Team overview

47 AVG AGE
$16.0M AVG AUM / ADVISOR
$457.1K AVG AUM / CLIENT
4.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age

Insights

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Asset Classes

Pioneer oak Delta value Signal Legacy

Client Personas

Radial matrix Prime optima

Custodian

Value momentum Momentum Value Beacon Pathway frontier

Investment Themes

Meridian element Legacy value

Investment Vehicles

Wave

Platform

Pioneer ember

Services

Bridge Quantum glacier Element vital Vital Foundation glacier

Owner & Executives

STEFAN ALAN FENCL

STEFAN ALAN FENCL

Chief Compliance Officer, Managing Member

CRD
#3106603
Ownership
75% or more
(749) 950-4661
radial.legacy@timbercapital.com
in linkedin.com/in/vector-radial

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

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

$16.0M Total SMA
Equity - Exchange:
30.0%
Public Funds:
8.4%
Cash:
25.8%
U.S. Government/Agency:
20.2%
Corporate - Investment Grade:
15.6%
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%

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