LEDGERPLUS FINANCIAL SERVICES LLC

LEDGERPLUS FINANCIAL SERVICES LLC is an SEC-registered investment adviser (CRD 291907). Regulatory assets under management: $4.3M.

Registration

• CRD: 291907
• Type: Registered investment adviser
• Phone: (954) 829-7915
• Latest filing: 2026-03-02
• Regulatory AUM: $4.3M
• Discretionary AUM: $4.3M
• Clients: 1
• Accounts: 31

Business model

Compensation: % of AUM, Hourly, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 291907 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search