LEPORE FINANCIAL SERVICES LLC

LEPORE FINANCIAL SERVICES LLC of MANASQUAN, NJ is an SEC-registered investment adviser (CRD 156530). Regulatory assets under management: $2.9M.

Registration

• CRD: 156530
• Type: Registered investment adviser
• Location: 2415 RIVERSIDE TERRACE, MANASQUAN, NJ, 08736
• Phone: 732-779-8554
• Latest filing: 2025-03-29
• Regulatory AUM: $2.9M
• Discretionary AUM: $2.9M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 156530 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search