Overview
Assets Under Management: $264 million
Headquarters: CHAMPAIGN, IL
High-Net-Worth Clients: 41
Average Client Assets: $2 million
Frequently Asked Questions
LESTER FINANCIAL GROUP, LLC 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 #317036), LESTER FINANCIAL GROUP, LLC is subject to fiduciary duty under federal law.
LESTER FINANCIAL GROUP, LLC is headquartered in CHAMPAIGN, IL.
LESTER FINANCIAL GROUP, LLC serves 41 high-net-worth clients according to their SEC filing dated March 17, 2025. View client details ↓
According to their SEC Form ADV, LESTER FINANCIAL GROUP, LLC offers financial planning and portfolio management for individuals. View all service details ↓
LESTER FINANCIAL GROUP, LLC manages $264 million in client assets according to their SEC filing dated March 17, 2025.
According to their SEC Form ADV, LESTER FINANCIAL GROUP, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 28.50
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 1,579
Discretionary Accounts: 1,579
Regulatory Filings
CRD Number: 317036
Filing ID: 1959621
Last Filing Date: 2025-03-17 11:49:00
Website: https://lesterfinancialgroup.com