Matthew
Allain
Leo Fund Services, LLC
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About this Advisor
Matthew Allain is a financial advisor based in Iselin, New Jersey, working with Leo Fund Services, LLC. Matthew has previously held positions at The Leogroup, LLC, Leo Brokerage, LLC, Massey Quick Wealth Solutions, LLC, Olden Lane Securities, LLC, Leo Wealth, LLC, and Leogroup Fund Services, LLC. Matthew has passed the Series 63 regulatory exam and is registered to provide services in New Jersey. Currently, Matthew 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
Services Offered
Fee Structure
Office Location
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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
Matthew Allain Work History
Leo Brokerage, LLC
Leo Wealth, LLC
Leogroup Fund Services, LLC
The Leogroup, LLC
Olden Lane Securities, LLC
Massey Quick Wealth Solutions, LLC
Disclosures
Please visit the SEC profile of Matthew Allain 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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