Overview
Assets Under Management: $291 million
High-Net-Worth Clients: 78
Average Client Assets: $4 million
Frequently Asked Questions
LETSON INVESTMENT MANAGEMENT, INC. 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 #125830), LETSON INVESTMENT MANAGEMENT, INC. is subject to fiduciary duty under federal law.
LETSON INVESTMENT MANAGEMENT, INC. serves 78 high-net-worth clients according to their SEC filing dated February 20, 2025. View client details ↓
According to their SEC Form ADV, LETSON INVESTMENT MANAGEMENT, INC. offers financial planning and portfolio management for individuals. View all service details ↓
LETSON INVESTMENT MANAGEMENT, INC. manages $291 million in client assets according to their SEC filing dated February 20, 2025.
According to their SEC Form ADV, LETSON INVESTMENT MANAGEMENT, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 78
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.52
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 99
Discretionary Accounts: 99
Regulatory Filings
CRD Number: 125830
Last Filing Date: 2025-02-20 00:00:00
Website: https://letsoninvest.com