← Back to searchVisit website
LEEP ASSET MANAGEMENT, LLC
CRD 321685
10716 CARMEL COMMONS BOULEVARD, SUITE 150, CHARLOTTE, NC, 28226, United States
Phone
980-208-6906
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$16.0M
Discretionary AUM
$16.0M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-27
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 22 | $4.0M |
| High net worth individuals | 13 | $12.0M |
All web addresses on file
Official SEC filing: View on IAPD