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Building 2LEHRER MANAGEMENT CO INC

Map pinNEWPORT BEACH, CA
Phone408-996-3390
NotebookSEC #801-55473
Total AUM
$3.4M
Employees
4
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
450 NEWPORT CENTER DR.
SUITE 440
NEWPORT BEACH
CA 92660
United States
Operating Hours
8:00AM - 5:00PM
Monday - Friday
Phone
408-996-3390

ReceiptFinancials

Total AUM
$3.4M
Accounts
4
Discretionary
$3.4M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FEES ARE OCCASIONALLY NEGOTIATED.

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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