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Lefils Wealth Management LLC
Lefils Wealth Management LLC
Fee-Only (% of Portfolio)
Fixed/Hourly
View SEC Summary
View SEC Summary
Assets Under Management
$10M
Clients
27
Advisors
1
Avg. per Client
$390K
Avg. per Advisor
$10M
www.lefilscpa.com/financial.php
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Location
1 Advisors at this firm
BL
Bernard Lefils
Lefils Wealth Management LLC | TrueAdvisor