Leonid
Medved

Leumi Investment Services Inc

CRD#5965657
Investment Advisor
in Los Angeles, CA
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About this Advisor

Leonid Medved is a financial advisor who works in Los Angeles, California, who has been in the advisory business for 12 years. Medved works at Leumi Investment Services Inc. Medved has gained experience at Bank Leumi Le Israel and Leumi Investment Services Inc. Medved has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in California. Leumi Investment Services Inc is a financial advisory company that has its headquarters in Los Angeles, California. It has offices in five locations and a total of 82 financial advisors. It administers $114 million in assets under management across its 253 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 253 accounts, 57% belong to high-net-worth clients who have at least $1 million in investable assets. Leumi Investment Services Inc offers a set of services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management depend on the financial services. However, fees charged by Leumi Investment Services Inc most likely include asset-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Others

Disclosures

No

Office Location

555 West 5Th Street 33Rd Floor
Los Angeles, CA 90013-1050

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Leumi Investment Services Inc Brokerage Details

Total Assets Under Management

$95,631,900

CA Average: $7,464,549,021
Total Number of Employees

73

CA Average: 88
Total Number of Accounts

467

CA Average: 3,892
Average Account Size

$204,779

CA Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Leonid Medved Work History

Leonid has 12 years of experience.

2011 - Present (8 years)

Leumi Investment Services Inc

2006 - 2011 (5 years)

Bank Leumi Le Israel

Disclosures

Leonid Medved has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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