LESJAK PLANNING, LLC
Adviser information for LESJAK PLANNING, LLC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Ohio, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 374 | $337.2M |
| Non-Discretionary | 3 | $6.2M |
| Total | 377 | $343.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 284 | $129.0M |
| HNW Individuals | 86 | $204.0M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 5 | $8.2M |
| Charitable organizations | <5 | $2.2M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPublication of periodicals or newsletters |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-15662 |
|---|---|
| SEC ERA File Number | 801-15662 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 110090 |
| Legal Entity Identifier | None |
Principal Office
1991 CROCKER RDSUITE 575
WESTLAKE
OH
United States
Monday - Friday, 8:30AM TO 4:30PM
Tel: 440-871-9500, Fax: 440-871-3607
Chief Compliance Officer
MARC CHRISTIAN THOMAS
VICE PRESIDENT
1991 CROCKER ROAD
SUITE 575
WESTLAKE
OH
United States
Tel:
440-871-9500
Fax:
440-871-3607
M***@*****************M
(Full email address available in API data)
Regulatory Contact
MICHAEL JOSEPH LESJAK
PRESIDENT
1991 CROCKER ROAD
SUITE 575
WESTLAKE
OH
United States
Tel:
440-871-9500
Fax:
440-871-3607
M***@*****************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LESJAK, MICHAEL, JOSEPH | Individual | – | PRESIDENT | 01/2018 | > 75% |
| THOMAS, MARC, CHRISTIAN | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2004 | < 5% |
| THOMAS, MARC, CHRISTIAN | Individual | – | VICE PRESIDENT | 12/2018 | < 5% |