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LEHMAN FINANCIAL RESOURCES
MEDIA, PA
610-565-2343
SEC #801-113642Total AUM
$1.1B
Employees
6Clients
728Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
1215 W. BALTIMORE PIKE
SUITE 8
MEDIA
PA 19063
United States
SUITE 8
MEDIA
PA 19063
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
610-565-2343
Financials
Total AUM
$1.1B
Accounts
2,374Discretionary
$1.1B
Accounts
2,374Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
460AUM
$116.6M
HNW Individual Clients
259AUM
$1B
Banking Clients
1AUM
$0
Pension/Profit Sharing Plan Clients
1AUM
$2.2M
Charitable Organization Clients
2AUM
$1.9M
Government Entity Clients
1AUM
$0
Investment Advisor Clients
1AUM
$0
Insurance Company Clients
1AUM
$0
Sovereign Wealth Fund Clients
1AUM
$0
Corporation or Business Clients
1AUM
$0
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CADEFLGALAMAMDNCNHNJNVNYOHPASCTXVA
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.