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John B Kosecoff

LEHRER MANAGEMENT CO INC·CUPERTINO, California
Unclaimed Profile
20400 STEVENS CREEK BLVD., SUITE 230, CUPERTINO, CA 95014CRD# 1420370Firm CRD# 107995
01

About

John B Kosecoff is a registered financial advisor based in CUPERTINO, California, affiliated with LEHRER MANAGEMENT CO INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
LEHRER MANAGEMENT CO INC
LEHRER MANAGEMENT CO INC
AUM
$3M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at LEHRER MANAGEMENT CO INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: FEES ARE OCCASIONALLY NEGOTIATED.
Regulatory
SEC/IARD CRD# 1420370
Firm CRD# 107995
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John B Kosecoff offer?
John B Kosecoff specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CUPERTINO, California for a consultation.
What are John B Kosecoff's credentials?
John B Kosecoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John B Kosecoff located?
John B Kosecoff is based in CUPERTINO, California, working with LEHRER MANAGEMENT CO INC. Their office serves clients in the CUPERTINO metropolitan area and surrounding communities.
How does John B Kosecoff charge for services?
John B Kosecoff's firm is compensated through percentage of aum, hourly charges, other: fees are occasionally negotiated.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEHRER MANAGEMENT CO INC?
LEHRER MANAGEMENT CO INC has approximately 4 employees and manages $3M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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