LEPORE FINANCIAL SERVICES LLC

Overview

Lepore Financial Services LLC is a limited liability company that primarily focuses on providing portfolio management services to individuals and small businesses. The firm operates as a registered representative of a broker-dealer and employs a fee structure based on a percentage of assets under management (AUM). While the firm does not actively engage in ESG investing, it has established a client base that consists mainly of individuals and families. The firm is not classified under any specific category and does not act as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices