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Tony Larry Alarcon

LEHRER MANAGEMENT CO INC·CUPERTINO, California
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20400 STEVENS CREEK BLVD., SUITE 230, CUPERTINO, CA 95014CRD# 2593019Firm CRD# 107995
01

About

Tony Larry Alarcon 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
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# 2593019
Firm CRD# 107995
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Tony Larry Alarcon offer?
Tony Larry Alarcon specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CUPERTINO, California for a consultation.
What are Tony Larry Alarcon's credentials?
Tony Larry Alarcon is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Tony Larry Alarcon located?
Tony Larry Alarcon 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 Tony Larry Alarcon charge for services?
Tony Larry Alarcon'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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