LEO FUND SERVICES, LLC of EDISON, NJ is an SEC-registered investment adviser (CRD 163259). Regulatory assets under management: $151.3M.
Compensation: % of AUM, Fixed, Performance.
Clients served: Charities, Investment cos.
| Name | Role | Location |
|---|---|---|
| Turner Mark | MANAGING DIRECTOR/MEMBER | Austin, TX |
| Stephen Dallas Tally | CHIEF COMPLIANCE OFFICER | — |
| Matthew James Allain | CEO; CHIEF COMPLIANCE OFFICER | — |
| Jon D Rustin | CHIEF FINANCIAL OFFICER | — |
| KATZ RUSSELL SCOTT | CCO; CHIEF COMPLIANCE OFFICER/PARTNER; MANAGING DIRECTOR / CCO (+1 more) | — |
| TALLY STEPHEN DALLAS | CHIEF COMPLIANCE OFFICER | — |
| MARQUARDT PETER FRAME | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MEMBER | — |
| ALLAIN MATTHEW JAMES | CEO; CEO/MANAGER; CEO/MANAGING MEMBER (+4 more) | — |
| RUSTIN JON D | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER/MEMBER; CHIEF FINANCIAL OFFICER/PARTNER | — |
| DIMINO GERARD ANTHONY | MANAGING DIRECTOR; MANAGING DIRECTOR/MEMBER | — |
| DUGAN KENNETH FRANCIS | PARTNER | — |
| BOHLINGER MICHAEL ANTHONY | PARTNER | — |