Eric
Katz
Leo Fund Services, LLC
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About this Advisor
Eric Katz is a financial advisor based in Iselin, New Jersey, working with Leo Fund Services, LLC. Eric has previously held positions at Olden Lane Securities, LLC, Leogroup Fund Services, LLC, Leo Wealth, LLC, Leo Brokerage, LLC, Leogroup Wealth Solutions, Goldman Sachs - Ayco/Mercer Allied, and The Leogroup, LLC. Eric has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Eric is part of Leo Fund Services, LLC, which operates out of Iselin, New Jersey. The firm has 1 office and 7 employees. The firm manages assets totaling $107.1 million. The services offered by the firm include portfolio management for pooled investment vehicles and selection of other advisers. The fee structure at Leo Fund Services, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
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Leo Fund Services, LLC Brokerage Details
$107,076,998
7
3
$35,692,333
Investment Advisory Services
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Eric Katz Work History
Leo Brokerage, LLC
Leo Wealth, LLC
Leogroup Fund Services, LLC
The Leogroup, LLC
Olden Lane Securities, LLC
Leogroup Wealth Solutions
Goldman Sachs - Ayco/Mercer Allied
Disclosures
Please visit the SEC profile of Eric Katz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Leo Fund Services, LLC
Iselin, NJ
Iselin, NJ
Iselin, NJ
Iselin, NJ
Iselin, NJ
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