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Building 2LESJAK PLANNING, LLC

Map pinWESTLAKE, OH
Phone440-871-9500
NotebookSEC #801-15662
Total AUM
$396M
Employees
7
Clients
378

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1991 CROCKER RD
SUITE 575
WESTLAKE
OH 44145
United States
Operating Hours
8:30AM TO 4:30PM
Monday - Friday
Phone
440-871-9500

ReceiptFinancials

Total AUM
$396M
Accounts
381
Discretionary
$389M
Accounts
379
Non-Discretionary
$7M
Accounts
2

ContactClients

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Individual Clients
267
AUM
$124M
HNW Individual Clients
109
AUM
$261M
Pension/Profit Sharing Plan Clients
1
AUM
$8M
Charitable Organization Clients
1
AUM
$3M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
FLOH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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