Unclaimed Profile

Lenore R Lehrer

LEHRER MANAGEMENT CO INC·CUPERTINO, California

Clean recordLEHRER MANAGEMENT CO INC

20400 STEVENS CREEK BLVD., SUITE 230, CUPERTINO, CA 95014CRD# 4954799Firm CRD# 107995

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lenore R Lehrer · CUPERTINO, CA

Registration

CRD #4954799 · LEHRER MANAGEMENT CO INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lenore R Lehrer 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEHRER MANAGEMENT CO INC

AUM

$3M

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEHRER MANAGEMENT CO INC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Hourly charges

Other: FEES ARE OCCASIONALLY NEGOTIATED.

Regulatory

SEC/IARD CRD# 4954799

Firm CRD# 107995

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lenore R Lehrer offer?

Lenore R Lehrer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CUPERTINO, California for a consultation.

What are Lenore R Lehrer's credentials?

Lenore R Lehrer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lenore R Lehrer located?

Lenore R Lehrer 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 Lenore R Lehrer charge for services?

Lenore R Lehrer'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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