Overview
Assets Under Management: $212 million
Headquarters: ROCK HILL, SC
High-Net-Worth Clients: 78
Average Client Assets: $1.9 million
Frequently Asked Questions
LEPHEW FINANCIAL SERVICES, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #133826), LEPHEW FINANCIAL SERVICES, INC. is subject to fiduciary duty under federal law.
LEPHEW FINANCIAL SERVICES, INC. is headquartered in ROCK HILL, SC.
LEPHEW FINANCIAL SERVICES, INC. serves 78 high-net-worth clients according to their SEC filing dated November 14, 2018. View client details ↓
According to their SEC Form ADV, LEPHEW FINANCIAL SERVICES, INC. offers financial planning and portfolio management for individuals. View all service details ↓
LEPHEW FINANCIAL SERVICES, INC. manages $212 million in client assets according to their SEC filing dated November 14, 2018.
According to their SEC Form ADV, LEPHEW FINANCIAL SERVICES, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.26%
Average Client Assets: $1.9 million
Total Client Accounts: 736
Discretionary Accounts: 736
Regulatory Filings
CRD Number: 133826
Filing ID: 1251721
Last Filing Date: 2018-11-14 15:57:00