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Building 2LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT

Map pinPARSIPPANY, NJ
Phone973-599-0400
NotebookSEC #801-79965
Total AUM
$237.4M
Employees
5
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
900 LANIDEX PLAZA - SUITE 110
PARSIPPANY
NJ 07054
United States
Operating Hours
9-5
Monday - Friday
Phone
973-599-0400

ReceiptFinancials

Total AUM
$237.4M
Accounts
197
Discretionary
$237.4M
Accounts
197
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
109
AUM
$39.2M
HNW Individual Clients
85
AUM
$195.3M
Pension/Profit Sharing Plan Clients
1
AUM
$522.6K
Charitable Organization Clients
1
AUM
$2.3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLILNHNJNYPATXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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