The LEUMI INVESTMENT SERVICES is a publicly held investment adviser that advises $2.69Bn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. LEUMI INVESTMENT SERVICES is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 31.27% over the last 5-years.
The Group has been registered with the SEC for 40.83 years and is comprised of 2 filing and 0 relying advisers. They operate out of 13 office locations with their Headquarters at 80 EAST RIDGEWOOD AVE SUITE 3, PARAMUS, NEW JERSEY. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 178 employees comprised of 39 investment and 139 non-investment staff. The total number of Employees increased by 93.48% over the last 5-years.
Their $2.69Bn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 115 other accounts. Assets of High Net Worth Individuals clients own $1.86Bn or 69.1% of Total Assets and Pension and Profit Sharing Plans-Private own $332.2mn or 12.37% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are High Net Worth Individuals and Pension and Profit Sharing Plans-Private.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
LEUMI INVESTMENT SERVICES names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.