Overview
Assets Under Management: $369 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 101
Average Client Assets: $2 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 62.33
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 392
Discretionary Accounts: 390
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 110090
Filing ID: 1969640
Last Filing Date: 2025-03-28 11:21:00
Website: https://lesjakplanning.com