Home
›
Firms
›
LEHRER MANAGEMENT CO INC
LEHRER MANAGEMENT CO INC
NEWPORT BEACH, California
·
4 registered advisors
·
CRD# 107995
SEC# 801-55473
408-996-3390
01
Firm Overview
AUM
$3M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Other: FEES ARE OCCASIONALLY NEGOTIATED.
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at LEHRER MANAGEMENT CO INC
4 registered advisors
John B Kosecoff
CUPERTINO, California
CRD# 1420370
Lenore R Lehrer
CUPERTINO, California
CRD# 4954799
Norman Henry Lehrer
CUPERTINO, California
CRD# 2724542
Tony Larry Alarcon
CUPERTINO, California
CRD# 2593019
05
Office Locations
CUPERTINO, California
4 advisors
Research financial advisors
Browse all registered financial advisors or search by location and specialty.
Browse All Advisors
Data sourced from SEC Form ADV filings. LEHRER MANAGEMENT CO INC (CRD# 107995) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.