Unclaimed Profile

Heath A Lehman

SIGNATURE INVESTMENTS, INC.·DAYTON, Ohio

Clean recordSIGNATURE INVESTMENTS, INC.

6500 POE AVENUE, DAYTON, OH 45414-2556CRD# 2395182Firm CRD# 113443

Profile Verification

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

Identity

Heath A Lehman · DAYTON, OH

Registration

CRD #2395182 · SIGNATURE INVESTMENTS, INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Heath A Lehman is a registered financial advisor based in DAYTON, Ohio, affiliated with SIGNATURE INVESTMENTS, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Client Types

Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

SIGNATURE INVESTMENTS, INC.

AUM

$108M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SIGNATURE INVESTMENTS, INC. →

Services

Portfolio management (individuals)

Security ratings or pricing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2395182

Firm CRD# 113443

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Frequently Asked Questions

What services does Heath A Lehman offer?

Heath A Lehman specializes in Investment Management. Contact their office in DAYTON, Ohio for a consultation.

What are Heath A Lehman's credentials?

Heath A Lehman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heath A Lehman located?

Heath A Lehman is based in DAYTON, Ohio, working with SIGNATURE INVESTMENTS, INC.. Their office serves clients in the DAYTON metropolitan area and surrounding communities.

How does Heath A Lehman charge for services?

Heath A Lehman's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SIGNATURE INVESTMENTS, INC.?

SIGNATURE INVESTMENTS, INC. has approximately 13 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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