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Heath A Lehman

SIGNATURE INVESTMENTS, INC.·DAYTON, Ohio
Unclaimed Profile
6500 POE AVENUE, DAYTON, OH 45414-2556CRD# 2395182Firm CRD# 113443
01

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.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
SIGNATURE INVESTMENTS, INC.
SIGNATURE INVESTMENTS, INC.
AUM
$108M
Regulatory assets under management
Employees
13
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
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2395182
Firm CRD# 113443
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Sara Ann Merrick — SIGNATURE INVESTMENTS, INC.Aaron Hillman — EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCJulie Ann Stanton — NORTHWEST ADVISORY INCWilliam Eugene Hazel — EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INCAnthony A Colussi — MONETARY SOLUTIONS, LTD.
Nearby cities in Ohio
CINCINNATI (755)CLEVELAND (395)COLUMBUS (392)BEACHWOOD (138)DUBLIN (93)
City Guides
CINCINNATI GuideCLEVELAND GuideCOLUMBUS GuideBEACHWOOD GuideDUBLIN Guide
Research
Advisor Fees in OhioNational Fee Analysis
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