Overview
Assets Under Management: $496 million
Headquarters: WEST HARTFORD, CT
High-Net-Worth Clients: 195
Average Client Assets: $0.8 million
Frequently Asked Questions
OHANESIAN / LECOURS, 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 #23757), OHANESIAN / LECOURS, INC. is subject to fiduciary duty under federal law.
OHANESIAN / LECOURS, INC. is headquartered in WEST HARTFORD, CT.
OHANESIAN / LECOURS, INC. serves 195 high-net-worth clients according to their SEC filing dated March 19, 2018. View client details ↓
According to their SEC Form ADV, OHANESIAN / LECOURS, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
OHANESIAN / LECOURS, INC. manages $496 million in client assets according to their SEC filing dated March 19, 2018.
According to their SEC Form ADV, OHANESIAN / LECOURS, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 195
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 32.68%
Average Client Assets: $0.8 million
Total Client Accounts: 781
Discretionary Accounts: 314
Non-Discretionary Accounts: 467
Regulatory Filings
CRD Number: 23757
Filing ID: 1174498
Last Filing Date: 2018-03-19 11:32:00