Lepore Financial Services is a registered investment advisor based in Manasquan, New Jersey, offering personalized financial planning and investment management services to individuals and families. The firm helps clients navigate various aspects of their financial lives, including retirement planning, investment strategies, and overall financial organization. Operating as an independent advisory firm, Lepore Financial Services focuses on creating tailored strategies designed to meet each client's specific long-term goals and financial needs.
Assets Under Management$2.9M
Clients12
Advisors2
Avg. per Client$240K
Avg. per Advisor$1.4M
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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