Leftskewed Investment Management, LLC
RIASEC Registered
Total AUM
$1.5K
Discretionary
$1.5K
100% of AUM
Avg account
$1.5K
Accounts
1
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 318669
- Website
- www.leftskewed.com
- Fee structure
- Performance Based Fees
- Client types
- HNWI100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Leftskewed Investment Management, LLC is an individual-owned limited liability company that provides portfolio management primarily for individuals and small businesses. The firm reports a client base made up of individual and family investors and charges performance-based fees. It does not present itself as an active ESG investor, a multi-state adviser, or a pension consultant, and it is not identified as a capital allocator or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
1 of 1
William LoBue
Chief Compliance OfficerCRD 7497325
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations