Overview
Assets Under Management: $1.1 billion
Headquarters: MEDIA, PA
High-Net-Worth Clients: 259
Average Client Assets: $3.9 million
Frequently Asked Questions
LEHMAN FINANCIAL RESOURCES is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #292523), LEHMAN FINANCIAL RESOURCES is subject to fiduciary duty under federal law.
LEHMAN FINANCIAL RESOURCES is headquartered in MEDIA, PA.
LEHMAN FINANCIAL RESOURCES serves 259 high-net-worth clients according to their SEC filing dated March 21, 2023. View client details ↓
According to their SEC Form ADV, LEHMAN FINANCIAL RESOURCES offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and selection of other advisors. View all service details ↓
LEHMAN FINANCIAL RESOURCES manages $1.1 billion in client assets according to their SEC filing dated March 21, 2023.
According to their SEC Form ADV, LEHMAN FINANCIAL RESOURCES serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 259
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 89.34%
Average Client Assets: $3.9 million
Total Client Accounts: 2,374
Discretionary Accounts: 2,374
Regulatory Filings
CRD Number: 292523
Filing ID: 1728056
Last Filing Date: 2023-03-21 09:17:00