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LEICHT FINANCIAL PLANNING AND WEALTH MANAGEMENT
Leicht Financial Planning and Wealth Management is an SEC-registered investment adviser in Parsippany, NJ, since 2014. The firm manages approximately $237...
Overview
Leicht Financial Planning and Wealth Management is an SEC-registered investment adviser in Parsippany, NJ, since 2014. The firm manages approximately $237 million in assets. It has 5 employees and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Paul Leicht
President
Sector focus
Frequently asked questions
What property types and geographies does the firm target?
The portfolio concentrates on residential and commercial properties in trust deed states, notably California and the Western US. The firm avoids raw land and construction loans, preferring first-position liens on income-generating properties where the value can be assessed against stabilized net operating income rather than projected future value.
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