RIA Intel›Advisers›New Jersey›LEPORE FINANCIAL SERVICES LLC

LEPORE FINANCIAL SERVICES LLC

Advisory

MANASQUAN, NJ

Data as of Mar 29, 2025 · Source: SEC Form ADV

Average account

$242K

across 12 accounts

AUM per adviser

$3M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 29, 2025.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$3M

Discretionary AUM$3M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients12

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

12 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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EDGEWATER MANAGEMENT PARTNERS LLC

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INDIAN HEAD PARTNERS LLC

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