LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES
LEHRER KENNETH EUGENE DR Legal Name
Adviser information for LEHRER FINANCIAL & ECONOMIC ADVISORY SERVICES last updated from Form ADV on March 18th, 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 | Sole Proprietorship |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Texas, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| 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 | 0 | $0 |
| Non-Discretionary | 15 | $231.0M |
| Total | 15 | $231.0M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| 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 | 15 | $231.0M |
| Charitable organizations | 0 | $0 |
| 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 | 1-10 |
Services
| Advisory Services | Pension consulting services |
|---|---|
| Compensation | Hourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-25934 |
|---|---|
| SEC ERA File Number | 801-25934 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 105835 |
| Legal Entity Identifier | None |
Principal Office
5555 DEL MONTE DRIVESUITE 802
HOUSTON
TX
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 713-626-8184, Fax: 713-964-0444
Websites
Chief Compliance Officer
LEHRER, KENNETH EUGENE
MANAGING DIRECTOR AND CHIEF COMPLIANCE OFFICER
5555 DEL MONTE DRIVE
SUITE 802
HOUSTON
TX
United States
Tel:
713-626-8184
Fax:
713-964-0444
D****@*************M
(Full email address available in API data)
Regulatory Contact
MARY LOU SKINNER
COMPLIANCE CONSULTANT
245 MAIN STREET
CHESTER
NJ
United States
Tel:
201-804-3909
Fax:
973-263-0274
B***@*************M
(Full email address available in API data)
Industry Affiliates
| DR. KENNETH E, LEHRER | Real estate broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEHRER, KENNETH, EUGENE | Individual | – | MANAGING DIRECTOR & CHIEF COMPLIANCE OFFICER | 12/1985 | > 75% |