This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2011
- Office Locations
- 1
Office Locations
About Lepore Financial Services LLC
Lepore Financial Services LLC is a New Jersey-based retail wealth management RIA led by CFP and president Robert Francis Lepore. The firm provides investment advisory and portfolio management for individual clients. Its reported SMA allocation is primarily equity ETFs, complemented by cash and a small sleeve of investment-grade corporate bonds, and it also flags cryptocurrency as a relevant asset-class focus.
Team overview
Insights
No keyword tags available.
Owner & Executives
ROBERT FRANCIS LEPORE
Certified Financial Planner, President
- CRD
- #1091940
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
FRANK THOMAS LEPORE
Investment Advisor Representative
- CRD
- #5960958
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,899,135 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,899,135 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
Continue browsing