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David J Lemma

BLUE ELEPHANT CAPITAL MANAGEMENT, LLC·IRVINGTON, New York
Unclaimed Profile
3 WEST MAIN STREET, IRVINGTON, NY 10533CRD# 7091501Firm CRD# 283673
01

About

David J Lemma is a registered financial advisor based in IRVINGTON, New York, affiliated with BLUE ELEPHANT CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
MA ASSET MANAGEMENT, LLC
MA ASSET MANAGEMENT, LLC
AUM
$181M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at MA ASSET MANAGEMENT, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7091501
Firm CRD# 283673
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David J Lemma offer?
David J Lemma specializes in Retirement Planning. Contact their office in IRVINGTON, New York for a consultation.
What are David J Lemma's credentials?
David J Lemma is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David J Lemma located?
David J Lemma is based in IRVINGTON, New York, working with BLUE ELEPHANT CAPITAL MANAGEMENT, LLC. Their office serves clients in the IRVINGTON metropolitan area and surrounding communities.
How does David J Lemma charge for services?
David J Lemma's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BLUE ELEPHANT CAPITAL MANAGEMENT, LLC?
BLUE ELEPHANT CAPITAL MANAGEMENT, LLC has approximately 16 employees and manages $181M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in IRVINGTON
Daniel J Siracuse — ELM RIDGE CAPITAL MANAGEMENT, LLCJeffery B Holl — ELM RIDGE MANAGEMENT, LLCKevin Martin Heerdt — ELM RIDGE CAPITAL MANAGEMENT, LLCAshees Jain — MA ASSET MANAGEMENT, LLCJoseph Paul Marra — MA ASSET MANAGEMENT, LLC
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