Unclaimed Profile

David J Lemma

BLUE ELEPHANT CAPITAL MANAGEMENT, LLC·IRVINGTON, New York

Clean recordBLUE ELEPHANT CAPITAL MANAGEMENT, LLC

3 WEST MAIN STREET, IRVINGTON, NY 10533CRD# 7091501Firm CRD# 283673

Profile Verification

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

Identity

David J Lemma · IRVINGTON, NY

Registration

CRD #7091501 · BLUE ELEPHANT CAPITAL MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

MA ASSET MANAGEMENT, LLC

AUM

$181M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MA ASSET MANAGEMENT, LLC →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 7091501

Firm CRD# 283673

View on FINRA BrokerCheck →

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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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