Overview
Assets Under Management: $264 million
Headquarters: CHAMPAIGN, IL
High-Net-Worth Clients: 4
Average Client Assets: $47 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 4
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.50
Average High-Net-Worth Client Assets: $47 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