LEEP Asset Management

Finance · North Carolina, United States · 1-10 Employees

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Overview

Headquarters

10716 Carmel Commons Blvd Ste 150, Charl...

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
1
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About LEEP Asset Management

Leep Asset Management is a boutique investment strategy and asset management firm that offers comprehensive wealth management services aimed at helping clients achieve their financial goals. They provide personalized wealth management strategies designed to grow and protect wealth, catering to a diverse clientele including business owners, retirees, family foundations, professionals, and individual investors. The firm emphasizes the importance of financial planning, retirement planning, and investment planning to create opportunities for legacy, education, experiences, and philanthropy. With experienced asset managers, Leep Asset Management focuses on reducing risks associated with turbulent markets to ensure sustainable wealth.Explore more
LEEP Asset Management's Social MediaPopular SearchesLEEP Asset ManagementSIC Code 62,628NAICS Code 52,523Show more

LEEP Asset Management Org Chart

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SF
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Founder & Chief Investment Officer

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

LEEP Asset Management

<$5M
1-10
Private
-
-
SF
Stefan FenclFounder & Chief Investment Officer
$7.6M
11-50
Private
-
2002
DT
Diane TinneyGeneral Manager
$5M
1-10
Private
-
2014
Timothy Hooker, Co-Founder & Manager, Private Wealth at Dynamic Wealth Solutions
Timothy HookerCo-Founder & Manager, Private Wealth
<$5M
11-50
Private
-
1999
N/A
<$5M
11-50
Private
-
-
BF
Brian FitzgeraldPartner, Business Development and Operations Director
<$5M
1-10
Private
<$5M
2015
CG
Caitlin GilmanRegistered Associate
<$5M
11-50
Private
-
2021
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LEEP Asset Management Tech Stack

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Frequently Asked Questions Regarding LEEP Asset Management

What is LEEP Asset Management's official website?
LEEP Asset Management's official website is www.leep-am.com
What is LEEP Asset Management's Revenue?
LEEP Asset Management's revenue is <$5 Million
What is LEEP Asset Management's SIC code?
LEEP Asset Management's SIC: 62,628
What is LEEP Asset Management's NAICS code?
LEEP Asset Management's NAICS: 52,523
How many employees does LEEP Asset Management have?
LEEP Asset Management has 1-10 employees
What industry does LEEP Asset Management belong to?
LEEP Asset Management is in the industry of: Finance, Securities Trading
What is LEEP Asset Management competition?
LEEP Asset Management top competitors include: BroadFront Capital Management, Dynamic Wealth Solutions, Money Manager, Framework Financial Planning
What technology does LEEP Asset Management use?
Some of the popular technologies that LEEP Asset Management uses are: Google Font API, Google Global Site Tag
What does LEEP Asset Management do?

Leep Asset Management is a boutique investment strategy and asset management firm that offers comprehensive wealth management services aimed at helping clients achieve their financial goals. They provide personalized wealth management strategies designed to grow and protect wealth, catering to a diverse clientele including business owners, retirees... , family foundations, professionals, and individual investors. The firm emphasizes the importance of financial planning, retirement planning, and investment planning to create opportunities for legacy, education, experiences, and philanthropy. With experienced asset managers, Leep Asset Management focuses on reducing risks associated with turbulent markets to ensure sustainable wealth.Read More

What are LEEP Asset Management social media links?
LEEP Asset Management Linkedin page LEEP Asset Management Twitter page
Is LEEP Asset Management a public company?
LEEP Asset Management is private company therefore does not currently have an official ticker symbol
See more information about LEEP Asset Management

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